Estate Planning

Each of us realize that planning for the future is essential.

We are concerned with our own care and maintenance, providing for our loved ones when we cannot and minimizing the loss due to legal fees and taxes at our passing.

Planning can give us, and others, the peace of mind that we have provided for ourselves and them.

Lack of planning causes anxiety at the least. Often a great deal of what we accumulated is then lost due to high probate fees and taxes.

While it is always true that you cannot take it with you, it is possible to assure yourself that your wishes will be followed through on even after your death by trusts that allow you total control both during your lifetime and after.

We have assisted many clients to achieve this peace of mind that comes from planning.

A by-product of this planning is to protect your assets from attack from creditors or others.

If you own a business or real estate, your passing could cause liquidity problems. You need to be aware of what these problems are and the magnitude of the problems in order to develop the best overall plan to effectively eliminate forced sales at reduced prices that could be the result.

Whether your concern or needs is a simple trust, establishing other entities (ie. LLP’s or LLC’s), or establishing a manner of retirement that would best serve your needs, we have the expertise to assist you.