Estate Planning

At Gulish & Associates, Inc., we view estate planning as an important part of the financial planning process. For most people, estate planning will give you more control over your assets during your life and the distribution of that property at death, provide care when you are disabled, and allow for the transfer of wealth to whom you want, when you want, and at the lowest possible cost. It helps you provide financial security for others and equalize inheritances fairly. Estate planning also involves the management of assets during disability or incapacity.

Our estate planning strategies include:

  • Reviewing wills and trusts, and powers of attorney
  • Monitoring and adjusting your beneficiary designations
  • Reducing exposure to estate taxes and probate costs
  • Collaborating with accountants and attorneys to monitor your estate plan

Gulish & Associates, Inc. does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.


Three generations of a family sitting together