Estate Planning

A Certified Estate Planner™

HG Certified Estate Planners (CEPs) have a particular expertise in the financial, legal, and tax aspects of estate planning. This designation validates Humphrey Thomas has completed a curriculum centered in estate planning essentials, and is highly knowledgable in estate tax implications, disability planning, and setting up living trusts.

We’re qualified to help you determine how your assets will be preserved, managed, and distributed. Planning tasks include: 

  • Making a will
  • Setting up trusts
  • Determining whether making charitable donations will limit estate taxes
  • Naming an executor and beneficiaries
  • Potentially setting up funeral arrangements
  • Setting up a durable power of attorney (POA) to direct other assets and investments
Contact us today to get started.