estate planning concept on blackboard.jpg

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.

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. 

QUESTIONS WE HELP ANSWER

what should i consider when drafting my will?

does a trust make sense for business ownership?

what's the best way to gift stock?

who should my power of attorney be?

do i need a trust for my kids?

who will run my business if I die?

will my spouse be taken care of in case I die?

how should i distribute my assets to my kids?