Estate and Tax Planning

If you are like most people, you do not dwell on thoughts of your own final moments.  On the other hand, you are concerned about your loved ones in the event of your death.

Estate planning can ensure the financial future of your family, and relieve your loved ones of many difficult decisions and uncertainties.  The creation and implementation of an estate plan allows for the orderly transfer of your possessions, your property, and your money, to your heirs, charities, or other beneficiaries of your choosing.  Estate planning can also provide for management of your property and health care should you become incapacitated while you are living.

We are committed to your goals for your estate.  Our team will take into consideration your specific circumstances.  We will help you determine if your estate will go to probate, and how to minimize taxes and costs to your estate.  We will assist you in designing a plan which meets your needs.  Whether a simple will, a living trust, a durable power of attorney for property management, revocable or irrevocable trusts, business succession planning or advance health care directives, we will guide you through the entire process.

Our goal is for you to have full confidence that your estate plan will serve you and your loved ones, and provide the most security for your futures.