Services

Estate Planning

A well-organized estate is one of the most thoughtful gifts you can leave your family. The objective is to help clients plan anything from protecting inheritance to making charitable gifts in a tax efficient way.

Estate planning is a necessary and important function that requires attention and effort, but with careful consideration, it will protect your assets and beneficiaries long after you are not able to.

Probate

After a loved one’s passing, sorting through accounts, ascertaining debts, and making distributions to beneficiaries can be daunting.

Probate is the process of handling the transfer of assets after death.

Living Trusts

There are advantages and disadvantages to living trusts, including less or no court involvement, increased privacy, avoidance of out-of-state probate, and planning for future capacity.

Irrevocable trusts, including irrevocable life insurance trusts, might be considered for both tax and non-tax management reasons.

The best gifts are planned. Part of your estate planning considerations might include support of charities and causes, which are important to you.