Wills -

A document in which a person specifies the method to be applied in the management and distribution of his estate after his death.

Learn More

Probate -

A probate is the court process by which a will proved valid or invalid, and by which the property of the deceased person is divided among beneficiaries.

Learn More

Trusts -

A relationship created at the request of an individual, in which one or more persons hold the individual's property subject to certain duties to use for the benefit of others.

Learn More

Power of Attorney -

A power of attorney appoints an agent to act on behalf of someone else with legal authority over their financial affairs or medical discussions.

Learn More

 

Conservator -

A proctector appointed by a court to manage financial affairs due to physical or mental limitations.

Learn More

Guardianships -

A legal relationship created when a person or institution named in a will or assigned by the court to take care of minor children or incompetent adults.

Learn More

 

Business Entity Set-Up -

In order to carry on a trade or business, a type of business entity must be chosen.

Learn More

Estate Planning -

A well-drafted estate plan is your assurance that the taxes and costs associated with your death will be minimized.

Learn More

Estate Planning

A well-drafted estate plan is your assurance that the taxes and costs associated with your death will be minimized.

A good estate plan also keeps the process of settling your estate as simple and efficient as possible. Most importantly, your estate plan will ensure that your assets will be used to benefit the people or charities you choose, and in the amounts you desire.

Effective estate planning begins with a full review of a client’s desires and objectives. We consult with individuals and their families, together with their other professional advisors, to review existing planning and to consider appropriate revisions. We identify and address issues and strategies related to estate taxes and liquidity problems, transfers of family businesses, as well as the future financial security of spouses, children and other beneficiaries.

Primary Goals of Estate Planning

  • Avoid Probate
  • Avoid Conservatorship
  • Eliminate Federal Estate Tax (regardless of what congress decides)
  • Control Distribution of Assets to Beneficiaries

Planning Tools Utilized

  • Revocable Living Trusts
  • Pour-Over Wills
  • Durable Powers of Attorney for Property Management
  • Advance Health Care Directives
  • (Medical Powers of Attorney and Living Wills)
  • Beneficiary Deeds
  • Family Limited Partnerships
  • Special Needs Trusts
  • Charitable Remainder Trusts

We will assist you in choosing the right documents which will insure your wishes are respected if you are incapacitated and after you have passed away.