Estate Planning

Working with your attorney, Johnston Investment Counsel will assist in developing an overall estate plan that meets your specific needs. The first step of the process is to ensure the client has the basic estate planning documents (wills, living wills, health care and financial power-of-attorneys, etc.) and that they are up to date and reflect the client's current wishes.

Johnston Investment Counsel also reviews the beneficiary designations of the client's non-probate assets such as life insurance policies, individual retirement accounts, and company-sponsored retirement plans. It is imperative that these documents be kept up to date and accurately reflect the client's wishes.

Based on data supplied in Johnston Investment Counsel's comprehensive financial planning questionnaire, Johnston Investment Counsel can forecast whether the client (or the client's spouse) may possibly have to pay estate taxes. In conjunction with your attorney, Johnston Investment Counsel can suggest possible solutions of reducing this liability.

 

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