We assist a broad range of clients with estates and trust planning. The estate planning process does not need to be confusing or overwhelming. We strive to provide clear answers to all your questions and provide you with a plan you can understand. We will listen to your goals and assist you in deciding on estate planning options which are right for you. We advise clients on transferring wealth, tax planning and estate tax exemptions and asset protection.
Wills & Trusts
Wills and trusts control distribution of your assets. Trusts can also be used to protect privacy, for tax planning purposes and as an effective tool for transferring wealth to future generations. We use estate planning tools such as Qualified Terminal Interest Property Trusts (QTIP), Disclaimer Trusts, Special Needs Trusts, and Credit Shelter Trusts.
Durable Powers of Attorney
A durable power of Attorney for finance appoints another person to act on your behalf to financially manage your assets in the event of incapacity. A durable power of attorney for health to authorize someone to make medical decisions for you in the event that you are unable to do so yourself.
Advanced Health Care Directives
An advanced health care directive specifies treatment preferences and who can make medical decisions in the event of incapacity. Advanced health care directives allow persons who are coping with Alzheimer’s and Dementia to legally document their wishes for health care while they have the capacity to make those decisions.
