Estate planning is essentially making a definite plan for managing your wealth while you’re alive and distributing it after your death. Using available tools including wills, living trusts, powers of attorney, health care directives and others, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
Our firm helps individuals and families create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Guardianship proceeding.
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Business Planning and Asset Protection. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies, Corporations, Insurance Audits, Records Compliance and Buy-Sell Agreements.
Trust Administration & Probate
We help families who have experienced the loss of a loved one with the Probate or Trust Administration process.