Service: Estate Planning

An estate, gift, or trust plan is more than the creation of a document and the dispersing of your income or assets. An integrated Estate Plan considers your goals and values.  It creates a tax-efficient deployment of your hard-earned assets during your lifetime and beyond. 

By working collaboratively with a highly qualified Estate Planning Attorney, our goal is to ensure:

• You maintain control over your assets while you are living, in the event of incapacitation
• Your assets are transferred in accordance with your wishes, probate free
• Privacy of your financial affairs
• Forecast, plan, develop your future estate
• Minimize exposure to estate and income taxes
• We identify what other protections your trust should address
• Ensure the well-being of your heirs
• Enjoy an expanded philanthropic role
• Leave a legacy
• Protect your family from discords that stem from a lack of definition and organization