Planning Your Legacy with Care

Establishing an estate plan is one of the most important steps you can take in order to protect yourself and your loved ones from the possibility of death or disability.  A proper estate plan will place you in charge of your finances, and will spare your loved ones the expense and frustration of managing your affairs after you have passed away or become disabled.

When you are considering establishing a plan for the distribution of your assets at death, it’s easy to become confused by all the different estate planning options available. You want a lawyer who will take the time to understand the unique aspects of your situation and will help you make informed decisions that are in your best interests.

That’s why when you hire us to help you plan your estate, we start by asking questions and by listening.  We strive to learn as much as possible about your financial situation, your assets, obligations and any special needs or concerns related to the distribution of your estate.

Next, we will thoroughly explain the different estate planning strategies available to you, how they are affected by the tax laws, and whether they require that your assets go through the probate process.

Once you have decided the best approach to meet your goals, we will prepare and execute all the documents necessary to implement your estate plan, including wills, trusts, powers of attorney, advanced medical directives and even establishing family limited partnerships and other business structures to reduce taxes and preserve your assets for future generations.