Estate Planning

An estate plan is essential to ensure that your assets are distributed according to your wishes and to protect your assets for the benefit of you and your family. A proper estate plan can help you avoid or minimize estate/probate administration and simplify the administration of your assets, as well as provide for your care or the care of your family and beneficiaries in the event of a disability.

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Our estate planning services include:

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  • Last Will and Testament

  • Living Trust

  • Irrevocable Trust (estate tax planning)

  • Minors Trust

  • Special Needs Trust

  • Power of Attorney

We can guide you through the estate administration and probate process. This includes trust administration, small estate administration, and administration without probate. Our services include income tax planning for retirement accounts and planning for your estate or trust's income and estate taxes.

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