Estate Planning

Care for others and yourself

Many people think that estate planning means simply writing a will, but there’s far more to it. At its core, estate planning revolves around ensuring that the greatest portion of your estate passes to your intended beneficiaries with the least taxes, while avoiding probate as much as possible. More broadly, it’s a dynamic process that involves your family, other loved ones, and charities. It may include financial, tax, medical, and business planning. Estate planning also addresses your own personal and health care, should you no longer be able to care for yourself.

You can rely on DUS to cut through the jargon and help you make sound, informed decisions about how to 1) manage your wealth while you are alive and 2) distribute your assets afterward. Moreover, just as people and assets and laws change, we can adjust your estate plan to reflect those changes and your personal perspective.

Whatever your needs, DUS will help you implement strategies to minimize your estate planning and transfer costs, and will work with estate attorneys to coordinate strategies to fit your estate plan

S E R V I C E S
Asset Management | Insurance | Education Funding | Tax Strategies | Retirement Planning | Estate Planning