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Estate Planning

Devising an estate plan may not be at the top of your “to do” list, yet it plays a vital role in securing your family’s financial future. Harris & Associates is an estate-funding specialist. We can work with your estate planning attorney to develop a comprehensive estate plan, review and update existing plans, and implement effective strategies for planned giving, protecting loved ones and passing on wealth to the next generation.

A well-designed estate plan can help:

  • Protect the assets you have accumulated
  • Ensure that your assets pass on to your beneficiaries
  • Enable faster transfer of assets by avoiding (or minimizing the effects of) probate.
  • Maximize a charitable legacy for causes that are important to you.
  • Provide for the continued financial security of your family
  • Reduce the estate taxes an inheritance may trigger

    *Harris & Associates does not offer legal advice. We work closely with attorneys and suggest consulting with a qualified legal council on all legal matters.