Wills, Trusts and Estate Planning

Having an estate plan in place helps you to protect your wealth in some vital ways. Making sure your assets are passed on to your heirs, as you intended, is one of the most important functions of an estate plan. A good estate plan will protect your family and can also protect your heirs and loved ones from getting hit with potential tax burdens, including federal and estate taxes and state inheritance taxes.

Logistically, an estate plan can also help avoid family conflict that often arises in unexpected circumstances. For instance, you can make decisions about who will be the guardians of your children, in the event that, God forbid, you and  your spouse bot die unexpectedly. Additionally, it’s important to remember that when someone dies and leaves money or other assets behind, without any instructions, entire families are often torn apart by the court battles that ensure when no estate plan is in place.

By having a formalized and written plan, 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 can 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 would like your assets distributed and help you understand estate tax laws, while giving you financial confidence.