Create a Rock Solid Estate Plan
That Protects Your Assets,
Your Family and Your Loved Ones
Avoid Probate
Protect Assets
Minimize Taxes
Stop worrying. Check this critical item off your to-do list once and for all.
In order to work, your estate planning must be done now so the people you choose can help when they are needed.
If you wait too long, the law and the courts will decide who makes your decisions and how your assets will be distributed.
Fortunately, estate planning does not have to be difficult. We will help you create a plan that protects you and your assets and creates a lasting legacy for your family and your loved ones.
COMPREHENSIVE ESTATE PLANNING
Your estate plan enables the people you choose to make personal, financial, and medical decisions for you if needed during your lifetime. At death, a solid estate plan efficiently transfers assets to your family and loved ones by avoiding probate, protecting assets against creditors, and minimizing taxes. Schedule a consultation now to discuss your questions and see how we can help.
ESTATE AND TRUST ADMINISTRATION
We have been helping Executors, Administrators, Personal Representatives, and Trustees navigate the estate and trust administration processes for over a decade. Whether you are just starting out and need initial advice, would like help with a specific task, or anything in between, we are here to help. Schedule a consultation to discuss where you are in the process and see how we can help you complete it successfully.
GIFT AND ESTATE TAX RETURNS
If a spouse or family member dies, a federal estate tax return may be required. Even if not required, filing an estate tax return to claim a deceased spouse's unused estate tax exemption may significantly reduce taxes. These are technical matters that require knowledge and experience. Schedule a consultation to see if you are required to file a federal gift or estate tax return, or if filing could save your family and loved ones significant estate tax.
1.
SCHEDULE A CALL
Schedule an initial call to discuss your questions and how we can help you create a plan that works for you.
2.
IMPLEMENT THE PLAN
We draft a rock solid plan that works for you now and as your life and assets change.
3.
REST EASY
Once you have a plan in place, you'll rest easy knowing this critical item has been crossed off your to-do list.