Our Services
Estate Planning Assistance
An Estate Plan Helps Protect Your Assets and Your Loved Ones
A solid estate plan helps ensure your assets transfer efficiently to your beneficiaries. Estate planning can help you save money on taxes, avoid lengthy legal processes including probate, and minimize disagreements between heirs. *We do not render legal advice, but only offer assistance with our network of estate planning attorneys.
Here are some common questions you may be asking yourself:
- How can I minimize taxes on my estate?
- Do I need a will or trust?
- How will I ensure that my spouse is taken care of if I pass?
- How do I know that my estate is in order?
Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. Here’s how we can help:
- Allocating assets to spouses, children, trusts, and charities
- Periodic review of estate planning needs as your family situation and finances change
- Tax planning and preparation including estate, gift, and fiduciary tax returns
- Trust administration