ESTATE PLANNING

Estate and Trust Planning provides for the planned distribution of assets accumulated during one’s lifetime. SCP strives to ensure that that your estate planning is in order and that it properly reflects your intentions.  Changes in the market climate, in tax and probate laws, and within your own unique family situation can all have a profound impact on your estate planning decisions.

Typically, the principal areas of concern are to:

  • Provide income and tax security to one’s family
  • Assure continuity or disposition of business interests
  • Minimize estate taxes and other related costs
  • Provide liquidity for estate settlement costs

SCP offers estate planning consultation in conjunction with your other advisors (qualified estate planning attorneys, trust attorneys etc.).  As an “estate planning team”, we will collectively help determine the best legal options available to you and implement the one that reflects your  intentions and articulates them according to the prevailing investment climate.

These options may include:

  • Exemption
  • Living Trust
  • Irrevocable Life Insurance Trust
  • Charitable Remainder Trust

SCP will also conduct periodic reviews and potentially suggest adjustments to ensure that your intentions are met and that they are set up to be properly executed.