At Ain Whitehead LLP, we act as a Trusted Advisor to many individuals and generations of families. We work as a team with clients and their financial advisors, accountants, and insurance agents to prepare a personalized and comprehensive estate plan.
Every individual is unique. As a result, each individual requires a customized estate plan, regardless of age or the value of one’s estate. A proper plan can help to minimize payment of taxes, minimize government involvement, ensure your estate goes to your family, and that custodial decisions for minor children are finalized. We assist with planning in the event of death or incapacity.
At Ain Whitehead LLP we will complete a thorough review of each client’s family and financial circumstances, discuss each client’s estate planning goals and values, and create a customized estate plan that reflects such review.