We Protect What Matters.
Your estate plan sets forth, in writing, your wishes concerning the administration of your estate upon your incapacity or death. For those with larger estate, tax planning is often required.
We tailor our approach to Estate Planning by using a set of legal instruments (including Wills, Trusts, Powers of Attorney, etc.) to specifically fit the unique needs of our clients. By doing so, we are able to help you protect your property and ensure that it transfers efficiently, upon your death, to your named beneficiaries.
Few people ever want to think about death or disability, but creating an estate plan is one of the most important steps you can take to ensure financial security for yourself and your family. A well-constructed estate plan maintains your control of your finances, but also helps your loved ones avoid the cost, delay, and frustration associated with directing your affairs should you become disabled or when you pass away.
An effective estate plan should provide for your loved ones by avoiding guardianship during life, probate at death, estate taxes, and costly and unnecessary delays, and consulting a qualified estate planning attorney will help you create this plan. After going over your family and financial situation and your goals, he or she will be able to explain the different options available to you. With your estate plan established, you can rest assured in the knowledge that you have provided security for yourself and your family if the worst should happen.