Estate Planning

Estate Planning is more than just a will...

A good estate plan not only distributes your assets upon your death, but it helps you to control and protect your assets during your lifetime.

Here are some other benefits to a well constructed estate plan:

  • Possibly avoid probate of your estate upon your death
  • Minimize your total legal fees
  • Avoid unnecessary capital gains taxes
  • Eliminate the requirement of public notices
  • Keep your plan of distribution private
  • Establish documents that are acceptable in all states
  • Manage and control your own assets
  • Provide for management of your assets by a person of your choice if you are no longer able
  • Allow for optimum tax planning using federal and state income, gift and tax law
  • Provide creditor protection for your beneficiaries

If you are interested in making any of these goals your own, please contact my office to set up a free consultation.