Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. The list of issues appears endless: state taxes, bureaucracy, probate courts, appraisals, health care and end-of-life concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, to name a few. But failing to plan your estate can cost you and your family time, heartache and money.

A well planned estate will provide for your family, insure a smooth transition of your property to your heirs, reduce estate taxes and probate costs, and prevent costly litigation over your estate.

We can help.

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 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'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) 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.
You also get help with...
  • 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.
The hassles and red tape 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.

If you'd like more information about our estate planning services please complete this form to set up a Consultation.

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