Wills, Trusts and Estate Planning
By having a formalized and written plan in place, you’ll gain confidence that your wishes will be carried out based on your preferences. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. We help you spell out your healthcare wishes and ensure that they’re carried out, as well as designate someone to manage your financial affairs should you be unable to do so. We also work to ensure that your tax burden is minimized, and that your investments also support whatever plans are in place. Our team of professionals can help you determine how you’d like your assets distributed and help you understand estate tax law.