 
Estate Planning Protection for you and your
loved ones
Preservation of Assets
Estate planning is
essential to protect you and your loved ones. Its primary
goals are the planning, acquisition, preservation, and
ultimate disposition of your assets. For parents of minor
children it can be a particularly efficient means to provide
for your children's future care and financial
security.
Planning
your estate can assist you in making decisions about which
family members, friends, or charitable organizations you wish
to leave your assets. It is also a vehicle for designating the
person you wish to take responsibility for management of your
assets and care when you cannot manage them
yourself.
Planning for your personal
welfare
Estate Planning
can also assist you in planning for your welfare and needs if
you are no longer able to care for yourself. For example,
Living Trusts can help keep your information confidential
while under a third party's care. Estate planning may involve
financial, tax, medical, and business planning for these
circumstances.
How we can help
We can review your
plan to see that it is current or, using carefully prepared
wills, trusts, durable powers of attorney, and other legal
instruments, our estate planning create effective estate plans
tailored to your personal, financial, and tax circumstances.
Through these plans we attempt to minimize depletion of your
assets by taxes and transfer costs in order to benefit your
family and other beneficiaries.
Complex Estate Planning
Services
We also advise
clients on more complex estate planning tools,
including:
- Family
Limited Partnerships
- Limited
Liability Companies
- Irrevocable Spendthrift Trusts
- Irrevocable Life Insurance Trusts
- Charitable
Trusts
- Guardianships
- Conservatorships
- Planned
Giving
- Dynasty
(Perpetuity) Trusts
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We do more than seek to lower or eliminate
your estate tax bracket. We help with:
Planning the
transfer of assets to your intended beneficiaries in a manner
that meets your desires and can protect your beneficiary from
creditors or poor spending habits.
- Helping
reduce the cost of administration of your plan
- Reducing or eliminating federal gift, estate and generation
skipping taxes.
- Creating incentives to beneficiaries to be productive members
of society
- Participating in estate administration and resolution of will
and trust contests.
- Assisting with charitable giving and private
foundations.
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