Everyone has a personal definition of success. Over time, we tend to be less concerned about our individual achievements, and start thinking about the legacy we will leave behind. If you’ve achieved financial success, we can help you ensure that your wealth is efficiently transferred to future generations by developing plans to minimize taxes and maximize the impact of your goals through properly prepared documents and appropriate gift planning. We may also suggest revisions to your insurance plan, family asset allocation, gifting programs, and pre-marital agreements. Clark & Clark and Associates can help you provide continuity to your family business in the event of death or disability.
Health care decisions can be sprung on us in the blink of an eye. During a crisis, your family may be expected to make decisions regarding your medical care when they are under extreme stress. We can assist your family by putting in place plans to help manage your affairs in the event of your incapacity, including living wills, and powers of attorney related to your health care and personal finances. You can reduce your family’s burden during a difficult time by making your wishes clear before the need for decisions arise.