Estate Planning / Wills and Trusts

The major goals of an estate plan is ensuring your property benefits those whom you choose in the manner you select, minimizing costs, including taxes, administration expenses, court costs and fees, and providing management of your assets during your lifetime, if needed, and after your death. The plan should also address issues, such as income tax planning, insurance, retirement planning, family and charitable giving, and ownership succession for family businesses. An estate plan normally consists of a Will, Power of Attorney, Health Care Directive and one or more Trusts (see Benefits of a Living Trust). Having an experienced attorney correctly prepare these documents is critical to fulfilling your wishes, protecting your love ones and securing their future.

An experienced, knowledgeable attorney is essential to crafting an intelligent estate plan. We can fulfil your needs.