You’ve worked hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you great comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones. Your estate plan could include:
Advance directives (living wills)
Estate tax issues
Choosing the appropriate personal representative/executor
Guardianships and conservatorships
Living trusts
Wills drafting
A business succession plan