Estate Planning

What is your strategy for passing assets to your heirs? Everyone has an estate plan. It is either an estate plan designed by you, or a plan designed by the state. Central to our multi-generational, client family perspective is establishing and monitoring an appropriate estate plan. Transferring assets to your heirs, regardless of the size or composition of those assets, can have serious tax ramifications if not handled properly. Simple steps like establishing a revocable trust and periodically checking your beneficiary designations can save your family from unexpected and avoidable grief. Attorneys are paid to create estate plan documents. It is up to you and your financial advisor to ensure that the appropriate accounts are established and funded. Our goal at Cutter Advisors Group is to help our client family’s deal with these issues in a professional and unbiased manner.