Estate planning can be complicated and costly; we are here to help you understand your legal and financial rights. Between state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing you will find yourself overwhelmed and confused. Just the thought of estate planning often brings more questions than answers.

 

We are here to help you:

•    Clearly define your estate planning goals.

•    Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

•    Evaluate and recommend estate planning options.

•    Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.

•    Decrease the problems and expenses associated with probate.

•    Lessen taxes at time of death.

•    Arrange for management of your estate in the event you are incapacitated.

•    Draft a working plan for conserving and effectively managing your estate after death.

•    Transfer the assets of your estate to heirs the way you want.

•    Organize fair and adequate liquidation of estate to cover taxes and other expenses.

•    Amend your plan as needed.

•    Living Wills and Trusts.

•    Lifetime Family Wealth Transfers.

•    Family partnerships and other business relationships.

•    Leaving money to charities.

•    Preparation for estate and trust tax problems.

 

If you'd like more information about our estate planning services, please contact us today.​