Estate Planning

Estate planning allows you to design strategies that preserve and protect your legacy. We assist you with a wide range of estate planning needs, from helping transfer assets to their beneficiaries to gifting and succession planning strategies.

We are experienced in diverse planning vehicles, including revocable lifetime trusts, charitable remainder trusts, family partnerships, limited liability companies and charitable and family transfers.

We can help you understand the goals for your estate to assist with ensuring that your estate will be distributed according to your wishes.  

With the assistance of an estate planning attorney, we will ensure that all the necessary estate planning documents, (wills, trusts, powers of attorney, beneficiary designations, etc.) are present and in order.

We can assist you with:

 Introduction to Estate Planning
 Explanation of estate planning documents
      – Wills, Trusts, POAs, Living Wills, HIPPA authorizations etc 
 Explanation of estate planning and gifting strategies
 Trust Planning – types, uses, provisions and taxation
 Wealth Distribution Strategies
 Guidance on ownership and titling of assets, both personally and professionally 
 Discussion of beneficiary designation forms
 Succession Planning