Estate Planning

Estate planning is essential for anyone who owns anything of value. This is your opportunity to make the right decisions concerning your assets and finances. You will ensure that the greatest amount of your estate passes to your intended beneficiaries while at the same time paying the least amount of taxes and avoiding or minimizing probate court involvement. It is important to note that estate laws have changed over the years, and even if you have established one in the past, it may need some revision to keep up-to-date. Our experienced staff members can help you maximize the benefits of estate planning and they include:

  • Take inventory in what you own and what you owe
  • Documentation of a plan in case of incapacitation to include how healthcare will be funded
  • Plan for the needs of children and dependents
  • Protection of assets
  • Perpetuation of your legacy according to your wishes
  • Adequate liquid finances to cover estate taxes which may be due
  • Appointment of fiduciaries
  • Recommendation to other estate planning professionals for advice or the drafting of wills and trusts

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