Peace of Mind
Estate planning is about wealth preservation and maximizing your family prosperity now and in the future. Proper estate planning will help retain your family wealth, minimize the theft tax (more commonly known as estate tax) and clearly lay out under what circumstances the wealth is to be distributed and how.
Our approach to estate planning is sensitive and confidential. We take the time to fully understand the needs and wishes of your family. As circumstances change over time, we review and consult with you on any changes to ensure your estate plan stays relevant and up-to-date with changes in the law.
A comprehensive estate plan typically will also include the updating of wills and the review of insurance products and other related products as tools to minimize the tax impact of estate tax.
Some of the areas our firm can help you with are:
- Trust & Trustees
- Charitable Remainder Trust
- Family Limited Partnerships
- Succession Planning
- Life Insurance Review
- Last To Die Policies
- Spendthrift Trust
- Attorney Referrals To Draft Documents