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The Importance of Good Planning

A good estate plan promotes family harmony, provides clear instructions to your family and those you care about, minimizes taxes and costs of administration, and facilitates the transfer of assets (and possibly values) from one generation to the next.

An estate plan should be narrowly tailored to your particular needs and circumstances, and it should be flexible so that it can grow with you over time.

Estate Planning

You're In Control

Getting your estate plan in order will help you live a better life by reducing the stress and anxiety associated with not knowing how your affairs will be managed when you are gone.

By planning your estate early, you take control of a process that can often feel overwhelming.  We are here to help guide you through the process and to take it one step at a time.

Our Estate Planning Services Include

  • Wills
  • Revocable Living Trusts
  • Powers of Attorney
  • Living Wills and Medical Directives
  • Children’s Trusts
  • Special Needs Trusts and Supplemental Benefits Trusts
  • Irrevocable Trusts such as Gift Trusts, Insurance Trusts, Spousal Access Trusts, Marital Trusts, Asset Protection Trusts, Dynasty Trusts, Charitable Trusts, and many others
  • Structured Lifetime Giving and Asset Transfers
  • Business Succession Planning and Buy-Sell Agreements
  • Estate and Inheritance Tax Planning
  • Life Insurance Planning
  • Retirement Asset Planning
  • Medicaid Planning and Planning for the Home

Why You Need a Lawyer

The laws regarding estate planning are complex and nuanced, and there are issues that may need to be addressed of which you may not be aware.  Without the careful guidance of a lawyer, you may make mistakes and those mistakes may undermine everything you have sought to accomplish.  Ultimately, your assets may not be handled the way you want, and you may lose control.

How Much Does it Cost?

The cost of planning your estate depends largely on the size and value of your estate and the complexity of how you want it managed. Estate planning does not have to be expensive, and we are happy to provide a free consultation to better understand your goals and budget.

Estate Planning

Whether you are just beginning to build your estate or whether you want to protect the wealth you have amassed over a lifetime or more, we can help. Check out our question-and-answer page for more information.