Wills, Trusts & Estate Planning

Wills, Trusts & Estate PlanningEstate planning is about protecting those you love the most.  It is not always pleasant to think about the end of life, but the right estate plan can ensure that your family is provided for and protected in the event of your absence.  For many people, three basic documents can bring much peace of mind.  A Will to make sure your assets are distributed just as you wish, a Power of Attorney to allow a trusted person to make financial decisions for you if you cannot make those decisions yourself, and a Healthcare Directive to ensure you get the medical care you desire in an end-of-life situation.  Each of these documents are tailored to reflect the wishes of the client, and to meet their unique individual needs.  Taking care of your estate plan gives you the freedom to enjoy your loved ones knowing you have protected them well.

For clients with significant assets, a more complex estate plan will take maximum advantage of federal estate tax credits, and ensure your assets go to the people and charities you care about most. Trusts and charitable giving arrangements can satisfy client objectives such as efficient management of assets during life, tax savings, charitable planning, increased creditor protection, and efficient transfers to the next generation.  The Federal Gift and Estate Tax laws are complex and constantly changing.  We can help you navigate these waters and bring you to your desired results with as little tax consequences as possible.

Services Offered:

  • Estate Planning
  • Wills & Trusts
  • Tax Planning
  • Business Succession Planning
  • Power of Attorney
  • Healthcare Directive/Living Will