Successful ESTATE ADMINISTRATION means that your intentions are met and your family is cared for. Critical Questions Highland Can Help You Answer: What happens to my assets when I pass away? Who will oversee my estate and ensure my wishes are carried out? What does my Will actually specify, and does it reflect my current intentions? How should my accounts be titled to align with my estate plan? Who are my listed beneficiaries, and are my contingent beneficiaries up to date? Do I need a trust, and if so, what kind? How does life insurance factor into my estate plan? How can I approach conversations with my parents about their estate plan? Can my advisor work with my estate planning attorney to achieve better results? Smart TAX PLANNING Identifies Opportunities to Reduce, Defer, or Eliminate Taxes—Now and Over Your Lifetime Critical Questions Highland Can Help You Answer: How much am I currently paying in taxes, and where can I find savings? Are there strategies to reduce how much I owe? Am I contributing enough to my retirement accounts to maximize tax advantages? Are there any tax credits or deductions I qualify for? What does it mean to eliminate taxes, and how can it apply to my financial situation?