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Estate Planning

Estate planning on your own can be complicated and costly, and the list is endless – probate fees, health care concerns, and life insurance to name a few. Not knowing your legal and financial rights often ends up costing you more.

Thoughts of estate planning often bring more questions than answers

Could a beneficiary be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the beneficiary? Are there taxes that can be avoided? Planning what happens to your estate when you are gone can seem frustrating and intimidating without qualified help. You may feel you are too young to care about estate planning or perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming it will just take care of itself. In all cases, estate planning ends up saving your family a lot of time and money.

Estate

We can help

Every estate planning situation is different. To help you we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we will 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) if you need one.
  • Evaluate and recommend estate planning options.
  • Review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Lessen taxes at time of death.
  • Organize adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.
  • Family trust planning.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
The hassles associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Make an appointment with an Estate Planner

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