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Estate Planning

It’s about protecting the people you love. It’s about preserving your legacy. It’s about making charitable contributions, minimizing taxes, and directing the future of the business you worked so hard to develop. Those are some of the reasons why a carefully developed estate plan is one of the most important plans you’ll ever make.

An estate plan is a coordinated plan that guides the distribution of your personal and business assets after you die. It gives you the opportunity to help your beneficiaries and your favorite charitable organizations. And it can help you preserve your assets and simplify all of the legal issues involved with the management of your estate. But it has to be developed carefully to address your exact wishes. That’s why it makes sense to work with our team of planning professionals.

  • Benefits

    When you get right down to it, an estate plan is one of the most important plans you will ever make. After all, it involves planning for your wishes during and beyond your lifetime.

    Many estate plans also include a trust.

    All estate plans are not created equal. Because of the complexities involved, it’s important to get help from our experienced planning professionals who can help design an appropriate plan to help you work toward your goals.

    With the right assistance and guidance, you can design your estate plan to:
    • Protect your family
    • Provide for a child with special needs
    • Determine what happens to your business
    • Distribute charitable giving
    • Divide your assets according to your wishes

    So whether you’re concerned about your family, a child with special needs, the education of your children or grandchildren, business succession, or the continued support of your favorite charity, here’s something to keep in mind.

    You can make a powerful impact on the future with help from our dedicated team of planning professionals.

  • Why Choose

    Here are some of the reasons why more people are considering us for assistance with their estate planning needs.

    Trustworthy guidance—at ESL Investment Services, LLC our clients are our top priority. So you count on us for the objective guidance and well-informed insights you need.

    Straightforward information—our planning professionals will help you understand the complexities involved with estate planning. So you can develop a sound plan. And put it into action.

    A team approach to estate planning—our experienced professionals will work closely with your legal and tax advisors to develop a comprehensive plan designed to help you pursue your goals.

    Learn more about us today
  • Getting Started

    It’s never too early to start planning your future.

    To learn more about our estate planning services or to schedule an appointment: