Estate Planning

Estate Planning

Planning for the future and the inevitable end of life is no longer a function for only the rich.  Planning for the disposition of assets and the reduction of tax consequences of death is a necessity for anyone with even the smallest estate.

We are well versed on the requirements of probate and methods to avoid it, estate taxing and the methods to reduce it. Careful evaluation of the assets one owns and the need for future support of children and spouse can result in cost effective plans geared to maximize ones assets during life and thereafter.

We use a combination of ownership strategies, wills, trusts, and insurance recommendations to maximize client estates. We analyze client needs, draft appropriate documents to support those needs and consult on management of the estate.

Constant review of estate plans as laws change is an integral part of the process.