Your estate plan should be a reflection of the legacy you want to leave.
Estate planning is the process of accumulating and disposing of one’s accumulated estate to help maximize the goals of the estate owner. The various goals of estate planning can include making sure the highest amount possible of the estate passes to the estate owner’s intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement. Additional goals typically include providing for and designating guardians for minor children and planning for incapacity by establishing a will, trusts, and healthcare proxies.*
*CPA and Estate planning services are offered through licensed attorneys not affiliated with South Shore Investment Services.
To help maximize your wealth, your financial life — investments, taxes, insurance, retirement, and estate planning — must be wired together. We connect those different pieces into a cohesive financial landscape so you can unlock new ways to help build, grow, protect and preserve your wealth.