Estate Planning

People often think estate planning is just about how to divide their property after they pass away. Good estate planning, though, is about much more. We help our clients create a comprehensive plan to protect, enhance, and transfer their family wealth.

We help them create a plan based on the following definition:

“I want to control my property while I’m alive;

provide for myself and my loved ones in case I become incapacitated;

give what I have

to whom I want,

when I want,

and the way that I want;

and avoid any unnecessary taxes, costs of administration,

other fees and expenses.”

A comprehensive estate plan may include a living trust or will, durable powers of attorney and healthcare powers of attorney, and various measures that provide divorce protection, creditor protection, and predator protection.

What is Estate Planning? 
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die. Read More...