WHAT KIND OF LEGACY DO YOU WANT TO LEAVE BEHIND?

Effective estate planning is a lifelong process of building, managing, protecting, using and eventually transferring your assets in the most efficient manner.

You have worked hard to accumulate your estate. Let’s make sure goes where you want it to, whether that’s to family members, charities or a combination of both. Statera works in tandem with your CPA and your attorneys to design and execute the estate plan that achieves your desires in the most tax-efficient manner possible.

Family dynamics are important to understand during the estate planning process and at the point of wealth transfer. Throughout the lifelong process, Statera strives to educate your family’s younger generations about your family values, your personal finances, and how your investments and estate plan work so that when the time comes, they are able to handle the responsibility with ease and precision.