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Estate Planning is making a plan in advance that will protect your family and your assets.
Estate planning does not have to be elaborate. Whether you are a young married couple with limited assets or you are approaching retirement and have successfully amassed substantial wealth, we can counsel you and ensure that your needs and the needs of your family members are effectively met. For a young family or single adult, that may mean a will, guardianship for your young children, power of attorney for your assets and health care decisions. Your planning can develop and expand as your needs and your financial situation changes.
We will help you understand the different strategies available and help you implement a plan that contains your instructions while minimizing gift, estate and income tax and will protect your family.
Estate Planning can do the following for you:
• Provide for your immediate family
• Plan for incapacity
• Minimize expenses
• Reduce tax on your estate
• Provide for people who need help and
• Choose executors/trustees for your
• Make sure your business continues
• Organize your records and correct titles
and beneficiary designations.