Estate
Planning

"You will never see a U-haul behind a hearse..."

Our estate planning service usually includes an analysis of your exposure to estate taxes and your current estate plan, which may include whether you have a will, powers of attorney,
trusts and other related documents.

Our advice also typically includes ways for you to minimize or avoid future estate taxes by implementing appropriate estate planning strategies such as the use of applicable trusts or charitable giving strategies.

We always recommend that you consult with a qualified attorney when you initiate, update, or complete estate planning activities. We may provide you with contact information for attorneys who specialize in estate planning when you wish to hire an attorney for such purposes.

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As a part of our estate planning process, we collaborate with your estate planning attorney to achieve an optimal strategy to protect, preserve, and distribute your assets.