Estate Planning

Estate planning can best be described as the growth management and preservation of one’s assets, with provisions for the most cost effective and least complicated transfer of those assets to one’s heirs. Without appropriate estate planning, you may have little or no say in who inherits your money, your family may have to pay taxes, and probate could be more complicated and time consuming than is necessary.

The most common tools in estate planning are wills, trusts, power of attorney, and living wills. Other specialized tools may be used to avoid unnecessary probate. We work with our clients, their lawyers and insurance professionals so that they know which steps are available and help them implement the steps, such as alter ego trust, family trusts and charitable planned giving that they choose.