Estate Planning

 Who will take care of you and manage your finances when you are sick or unable to take care of yourself?

Special Needs Planning

Our services encompass holistic estate planning needs of an individual with a disability.

Business Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Tax Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Estate Planning

 Who will take care of you and manage your finances when you are sick or unable to take care of yourself?

 

Have you decided who will get your house, your money and other assets when you die?  This process is called estate planning. We will help you make these important decisions, and put them in writing, so your family will follow your wishes. We will explain to you what a Health Care Proxy, a Power of Attorney and a Disposition of Remains Appointment are and how they are incorporated into your overall estate plan.

Our firm specializes in Wills and Trusts and can explain why you need a Will or a Trust and what happens if you die without one of these documents. We will also explain to you what a trust is, and help you decide if a trust fits your needs. If your estate is over $1 million, we will discuss with you ways to plan for and reduce your estate tax through proper tax planning. Our goal is for you to leave our office with an estate plan that you understand and that will cover all your future needs.