Benefits of Estate Planning

Our goal is to help you plan your estate according to your wishes and needs. We will discuss your family situation, your assets and liabilities, and your preferences for the future. We will explain in detail the choices available, including:

Benefits of Creating a Trust: A living trust is a way to manage your assets and avoid probate after you pass away. You can keep control of your property while you are alive and well.

Addressing the Challenge of Estate Planning for Blended Families: If you have children whether from a previous relationship or even a blended family, you will need a legal plan to ensure they inherit according to your wishes. 

Advanced Directives: In the case of you becoming incapacitated, your estate plan may also include living wills, power of attorney, and other advance directives to protect your family from guardianship and other legal proceedings.



Protect Your Family Business & Line of Succession: As a small business owner you intend for your business to stay in the family, but this is not always the case. If you do not have a clear and legal plan for transferring the business then this will jeopardize your intentions.

Concerns About Estate & Gift Taxes: Many people and families worry too much about estate taxes. We can help to ease your worries and give you specific advice on how to minimize your tax liability.