Estate Planning

Estate Planning

The complexities of estate laws can lead many people to put off the crucial task of Estate Planning until it is too late. With competent legal help you can lay a solid foundation for protecting your life and those you love.

Proper estate planning encompasses more than executing a simple will. It establishes who will receive your assets at the time of your death; minimizes or eliminates the cost of probate; minimizes or eliminates estate taxes; provides detailed instructions for your care in the event of disability; determines who cares for minor children at your death, and allows you to maintain control of your assets both during your life and after your death.

Our services include:

  • Estate Plan Advisory
  • Preparation of Wills
  • Trust Formation
  • Trust Administration

By maintaining a thorough knowledge of current laws and by listening to you and understanding your needs, we can design a personalized estate plan that maintains your control while achieving your hopes and vision for your family and loved ones.

Time waits for no person, so don’t be complacent. Discuss your estate planning objectives, concerns and fears with us, so that together we can develop a plan, applicable to your unique financial situation and needs, for effectively transferring wealth to your beneficiaries.

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