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Estate Planning with the help of Attorneys

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Estate Planning with the help of Attorneys

Estate planning on your own can be complicated and costly. And the list is endless: state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free.

We help you:
  • Clearly define your estate planning goals
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorneys
  • Decrease the problems and expenses associated with probate
  • Lessen taxes at the time of death
  • Arrange for management of your estate in the event you are incapacitated
  • Draft a working plan for conserving and effectively managing your estate after death
  • Transfer the assets of your estate to heirs the way you want
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses
  • Create living wills, trusts, and family wealth transfers
  • Leave money to charities

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.