Estate Planning

Estate planning is the key to accomplishing your individual goals in the event of your incapacity or death. A well designed estate plan will minimize taxes while maximizing what is left for your loved ones. It will also protect the assets of your estate from creditors and should minimize probate and administration expenses of the estate.

A review of your will and current insurance policies can also answer some important questions:

  • Is your current estate plan still adequate for the change in estate tax laws, your family status or the change in the size of your estate?
  • Would the use of a Living Trust, Bypass Trust, or Charitable Trust work more effectively for your goals?
  • Would the use of discounting principles or a Family Limited Partnership benefit your estate?

There are many unique trusts and planning opportunities to consider while weaving through the complex tax laws…let us help.