Professional Services

Estate & Tax Planning

We provide estate planning and estate tax planning at competitive prices.

What Is Estate Planning

Estate planning is the process by which an individual, or nuclear family with the person's consent and approval, arranges the transfer of assets to heirs or other beneficiaries. The reason for this is to provide the family, or other beneficiaries, with legal rights to the property after the individual has passed away.

Aspects of Estate Planning include:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax
  • Dynasty Trust
  • Joint Tenancy
  • Durable power of attorney
  • Health Care Directive
  • Living Will

An Estate Planner can assist you with organizing your personal and business records such as:

  • Brokerage Accounts
  • Retirement Plans
  • Savings and Checking Accounts
  • Insurance Policies
  • Business and Partnership Interests
  • Debt and Personal Property

A good estate planning lawyer can do more than just manufacture a simple will. Estate planning also typically minimizes potential taxes and fees, and sets up contingency planning to make sure that your wishes regarding which items are allocated to the designated beneficiaries in all possible scenarios.

What is Estate Tax Planning

The goal of estate tax planning is to preserve as much of your estate as possible to pass along to your desired beneficiaries by minimizing the amount of tax paid by the estate..

Through creative use of wills and trusts, the complimentary goal of bequeathing your assets as you desire with minimal estate tax can be accomplished.

Services We Offer: We will prepare the appropriate estate and planning documents to ensure your property is distributed as you desire and minimize estate tax impact.  Call us to discuss estate planning needs and how we can establish the right plan for you.

 

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