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Estate planning is a process designed to provide a road map with instructions on whom you want to receive something of yours, what you want them to receive, and when you want them to receive it. You will, of course, want this to happen with the least amount paid in legal fees, taxes, and court costs. Estate planning also allows you to plan for yourself and your loved ones in the event of your disability. We help co-create estate plans that embrace your vision, that could include the creation of a legacy for your family, and charity.

Our firm believes that education is the key to a well-designed estate plan. Our process begins by you educating us. We want to find out about you, your family, your loved ones, and charitable causes you care about. During this first step we will spend the time necessary to learn about your goals, hopes and dreams, as well as your fears and concerns. The second step is for us to educate you. We will inform you on the options to structure your estate plan in a way that will minimize taxes, protect your loved ones, and plan for your own incapacity. Once we fully understand you, and you have a firm grasp on your options, we can work together to truly design an estate plan that is just right for you and for your family. Your plan will be expressly tailored to fit your goals and objectives. We don’t have “cookie cutter” or “one size fits all” solutions. Such planning, or “so called” solutions, won’t work.

Calculating Budget

 Our estate planning services may include the following:

  • Wills

  • Testamentary trusts

  • Revocable trusts

  • Irrevocable trusts

  • IRA inheritance trusts

  • Special needs trusts

  • Grantor retained trusts

  • Charitable remainder trusts

  • Charitable lead trust

  • Qualified personal residence trusts

  • Powers of attorney

  • Medical powers of attorney and appointments of health care representatives

  • Living wills

  • HIPAA medical authorizations

  • Asset protection planning and asset protection trusts

  • Family limited partnerships

  • Family limited liability companies

  • Estate tax planning

  • Generation skipping tax planning

  • Elder law

  • Long-term care planning

  • VA benefits planning (Wartime Veterans Aid & Attendance Planning)

  • Guardianships

  • Probate

  • Estate administration

  • Trust administration

  • Business succession planning

An all-encompassing estate plan can give you much needed peace of mind. While no one wants to consider their own mortality, a proactive approach can ensure that your loved ones are financially cared for in the future.

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