Estate Planning



We Help Make Sure


Wishes Come True




Partnering with local lawyers, we help you create a master plan for the management of your property during your life, and the distribution of that property at death.  

Estate planning can help:

  • Give you more control over your assets during your life
  • Provide protection of assets while you are alive
  • Allow proper transfer of wealth to whom you want, when you want, at the lowest possible cost

What we discuss during estate planning:

  • The transfer of wealth and property
  • The minimization of estate and other transfer taxes
  • Asset protection
  • Charitable giving

Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business. Special issues you may deal with are providing financial security for others, planning for children of a previous marriage, equalizing inheritances fairly, and retiring from your business. Wealth transfer planning also involves the management of assets during disability or incapacity.

A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. If you give away wealth, during your life or at death, you may incur both federal and state taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.

If you own substantial assets, creditor protection can be a concern. Creditors can come in many forms. An asset protection plan first identifies potential exposure and then identifies preventive tools and strategies to reduce exposure. Asset protection planning deals with ownership issues, liability exposure, special needs trusts, prenuptial agreements, divorce, and business dissolutions.

Charitable giving is motivated by both personal wishes and tax incentives. Congress encourages charitable giving through tax legislation that can reduce your income and estate taxes. Charitable planning involves selecting the gifted property and a charitable structure that will meet your desired wishes.

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