Preserve Your Family's Wealth & Legacy
It is important for every person, especially individuals with families, to know what is going to happen to their children, spouse, and assets after they pass away. It is just as important to avoid any unnecessary fees and taxes.We recognize that estate planning can involve different levels of complexity. You want to use an experienced attorney to achieve personal, family and tax objectives. A clear distribution of assets may only require a simple will. If you desire one or more trusts, you may need a testamentary trust provision in your will. Estate planning documents such as a Last Will and/or advanced directives such as a Power of Attorney are needed to avoid uncertainty and litigation. Our goal is to ensure that the testator’s (one who dies having left a will) estate plan and goals are achieved and to provide for surviving family members with minimal taxation.