Estate Planning

Organize Your Estate

Estate planning is an important piece of everyone's financial plan.  You don’t want to leave the fate of your assets to chance.  We at Boelman Shaw can help you to structure your estate so that your money does the good you want it to do after your death.  Whether you want to ensure financial security for your family, to support a favorite charity, or to see that your business is handled in accordance with your wishes, a well-organized estate plan is a must.  Our experience in tax law and inheritance enables us to craft a plan that will make sure that your money goes to the things that are most important to you.

  • Estate Planning is For Everyone
  • Should I Set up a Trust?
  • I Need a Will
  • When is it Best to Leave Money to Grandkids?
  • What Happens When I Die?

Tax and Financial Planning Resources

Let us help plan your financial future.