Take care of the ones you love.

Estate planning can be complicated, but it doesn’t have to be. A well-informed plan makes a big difference in what you can leave for loved ones, giving you sense of confidence.

At Harris & Company Wealth Management, we can partner with your legal advisors as well as location law firms to help guide you through the fundamentals of estate planning documents. This can include your will, power of attorney, and a health care proxy. We can provide tax reduction strategies so you can think through some of the complex issues behind each option. Together with your applicable legal and tax advisors, we’ll help you communicate your wishes clearly, minimize taxes, avoid mistakes, and adjust your plans if your circumstances change. Lastly, we put a plan in place to make sure as little as possible is lost to court fees and other expenses.

Call us today to see how we can help you create estate planning strategies that are designed to maximize what you leave behind to your loved ones and leave nothing to chance.