The planning process begins with getting to know you and your family, the goals that each person has, and learning about each person's role. Estate planning involves assisting clients in providing for their needs during life while planning for the future. We help to ensure wishes are fulfilled upon death while minimizing probate and administration costs, protecting assets, as well as eliminating or greatly reducing estate taxes. Strategies include estate equalization, re-titling of assets, and gifting strategies. Various estate planning documents include wills, revocable and irrevocable trusts, health care proxies, durable powers of attorney, and living wills.
Please feel free to ask about our legal guide to estate planning for young families, or call today for a free consultation.