Estate Planning


Estate planning on your own can be complicated and costly. And the list is endless…  state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns,  eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs,  and intent regarding death-postponing treatment to name a few. Not knowing your  legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir  be too young to inherit? Should the inheritance be given at a certain age? Is the  intended beneficiary in a shaky marriage with divorce as a possibility? Are there  children from a previous marriage? Should inheritance be protected from potential  creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the  probate court rules, delays, and costs?

Planning what happens to your estate when you’re gone can seem frustrating and  intimidating without qualified help.

You may feel that you’re too young to care about estate planning. Or, perhaps the  reminder of death makes you uncomfortable. You might be tempted to put the whole  thing off, assuming that it will just take care of itself. In all cases, estate planning  ends up saving your family lots of time, heartache and money.


Every estate planning situation is different. In order to help you, we want to know  you, your unique situation, and the nature of your relationships. We offer discussion,  recommendations and useful research tools to make your planning simple, efficient,  and worry-free. We are available throughout the process for further discussion  regarding questions, change of circumstances, and alternatives. At every step, we’ll  be there with you.


  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and  taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including  current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after  death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other  expenses.
  • Amend your plan as needed. You also get help with…
  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems. The hassles and red tape associated with estate planning can be daunting, but you  don’t need to do it alone. Our team is waiting to assist you through every step of the  process.