Allow us to put together a personalized estate plan that will be geared to you.  We will consider your current and future financial situation, family, age, religion, charitable intentions, needs, and wishes, as we design a personalized estate plan for you.  Please contact us to arrange for your consultation regarding your estate plan.

Estate and death taxes can cripple your estate.  Our knowledge and expertise can assist you in lowering your estate's tax liability and allowing you to pass more of your assets on to your loved ones. 

A complete estate plan can do all of the following and more:

• allows you to make the right decisions for your family;
• protects, provides for, and assists your family during the difficult loss of their loved one;
• assures that your property goes to the people to whom you wish it to go;
• names a guardian for your children;
• minimizes or eliminates death taxes;
• minimizes administration costs;
• may allow your estate to avoid probate;
• provides for the smooth administration of your estate; and
• appoints an agent to make medical and financial decisions for you when you are unable.

Wills, trusts, and other estate planning documents must conform to technical legal requirements.  Therefore, your estate plan should be carefully drafted by an attorney experienced in estate planning and probate. 

To reflect changes in the law, the nature and size of your assets, and your personal and family situation, you should periodically review your estate plan with your attorney.  You should always update your estate plan upon the happening of a life-changing event.  See our Wills, Trusts & Probate FAQ for more information on when to update your estate plan.

For answers to more of your estate planning questions, please see the Wills, Trust & Probate FAQ page or contact us.