Estate & Tax Planning

Home » Services » Estate & Tax Planning
The purpose of estate planning is to give our clients peace of mind in knowing that they have arranged their affairs to benefit themselves and intended beneficiaries with a minimum of administrative, legal and tax burdens.

It is the most difficult component of a wealth management strategy to address because it forces us to face our own mortality. The unfortunate alternative to estate planning is chaos. Planning protects you and your heirs.

HMS Financial Group will complete a comprehensive analysis of your personal situation and develop a strategy that will best meet your needs and protect your assets. Because laws, family circumstances and estate values change throughout your life, the plan we develop is dynamic.

Take the next step by contacting us.