Most people know they should plan for the future, but estate planning can be daunting. Our approach to estate planning is broad, but tailored to the different needs of each client. Many of our clients are business owners.
We do more than just prepare wills. We perform estate planning which includes reviewing your finances to determine what the best estate plan will be for for you and your family. Proper estate planning not only puts you in charge of your finances and the distribution of your assets to your intended beneficiaries, it can spare you and your loved ones from delay, frustration and possible questionable transactions connected with the management of your affairs if you should become incapacitated, or after you have passed away. Proper estate planning protects your minor children, as well as the authority of your designated fiduciaries. It may also minimize tax liability on your assets.
We will meet with you to discuss your individual needs and circumstances. Once we have come up with your estate plan, we offer preparation of the following documents or services, if applicable:
- Wills
- Trusts
- Power of Attorney
- Asset Protection
- Special Needs
- Retirement and Tax Planning.
- Guardianship of Minors and/or Incompetents.
We can help you to make sure that your estate is set up the way you want it to be.
Click for our Estate Planning form for new clients.