Estate Planning

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and access to useful research tools to make your planning efficient and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you:

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) as appropriate.
  • Evaluate 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.

You may also get help with...

  • Living Wills and Trusts.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The complexities associated with estate planning can be daunting. Our team will assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a consultation.

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