Estate planning can be complex, but it doesn’t have to be. We have extensive experience in helping individuals and families set up estate plans so that they know their personal and financial affairs will be handled upon death or disability in the manner and fashion that they desire. We will determine your goals and objectives to create a customized estate plan to reduce or eliminate death taxes and avoid probate. We will ensure that your beneficiaries receive the property they are entitled to, when and how you want them to receive it. We are proud members of Wealth Counsel, LLC, a national network of estate planning attorneys working together to proved our clients with the highest level of service.
We provide a complete range of estate planning services, including the following:
- Drafting wills, trusts, powers of attorney, advanced health care directives
- Living Trusts, Revocable Trusts, Irrevocable trusts, Gifting Trusts, Special Needs Trusts
- Estate, gift and generation-skipping transfer tax strategies
- Wealth preservation
- Succession planning for closely held and family business interests
- Life insurance planning
- Retirement asset planning
- Charitable and gifting strategies
- Creation of charitable organizations