Estate Planning

What is estate planning? Generally, estate planning is planning for both incapacity and death. In both circumstances, individuals and families want to make certain that their wishes will be carried out, and their assets are protected. Estate planning can be useful for many situations; from an estate consisting of a residence and bank account, up to and including more complex situations involving family businesses, stock and bond portfolios, and multiple real estate holdings. For more information regarding the services our office offers related to these topics, visit the sections below.

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Our Services

last will and testament

Wills

A will provides for the disposition of your estate upon your death and also allows you to nominate who will serve as executor.

living trust and estate planning

Trusts

Depending on your circumstances, you might benefit from setting up a revocable trust, irrevocable trust, or special needs trust.

power of attorney

Power of Attorney

A durable power of attorney is critical in the event of incapacity. It allows others to speak for you and make important legal decisions so as to protect both you and your assets.

health charts

Health Care Directive

Both the Durable Power of Attorney and the Advance Directive are important in avoiding a court supervised conservatorship in the event of incapacity.

father and son

Conservator

Both the Durable Power of Attorney and the Advance Directive are important in avoiding a court supervised conservatorship in the event of incapacity.

IRA savings

Retirement Account Planning

The rules regarding Individual Retirement Accounts, including 401(k)’s, 457(b)’s and the like are complex.

business hand shake

Business Succession

Family Limited Partnerships and Limited Liability Companies are often useful tools for transferring wealth from one generation to the next.

wealth dollar bills

Wealth Transfer

There are effective methods for minimizing estate tax liability and transferring wealth over multiple generations.

giving hands in heart

Charitable Giving

Charitable giving can avoid estate taxes and accomplish charitable giving goals.