Wills & Estate Planning
We offer a full range of services from basic wills to complex estate planning tools designed to protect assets and minimizes taxation. We also take pride in providing comprehensive services for non-traditional families.
BASIC ESTATE PLANNING
Everyone needs a will, no matter what. If you don't have a will, the people you leave behind will be faced with an extremely difficult and expensive situation when you pass away. We offer affordable packages for singles or families that include basic wills and power of attorney documents.
COMPLEX ESTATE PLANNING
We have experience in a wide variety of situations involving avoidance of Estate Taxes, protection of assets from potential creditors, and passing control of closely held businesses. We are skilled in the use of various sophisticated tools including Inter Vivos Trusts, ILITS, and Family Limited Partnerships. Please come in for a free consultation to discuss your specific needs and the techniques available to achieve your goals
PLANNING FOR NON-TRADITIONAL FAMILIES
There a variety of reasons that a committed couple may remain unmarried. A couple may choose not to marry for reasons including alimony and insurance arrangements with a former spouse, consideration for children from a prior relationship, or simply just personal preference.
We understand that committed unmarried couples, and their children, have many of the same goals as "traditional" families. Goals such as owning property and planning for retirement, caring for their partner in case of disability, and passing their property to loved ones after their death. All of these goals can be accomplished, but they require careful planning.
Our firm takes particular satisfaction in helping non-traditional families ensure that they are taking full advantage of the available laws and exercising their rights. We are experienced in various tools such as Trusts, Powers of Attorney, and Cohabitation Agreements. We take the time to get to know our clients and ensure that we really understand their needs.
ESTATE ADMINISTRATION
When a loved one passes you can suddenly find yourself responsible for maneuvering through the complex probate process. Good planning before hand can make this process easier. But regardless of your circumstances, we can assist you through this process.
BASIC ESTATE PLANNING
Everyone needs a will, no matter what. If you don't have a will, the people you leave behind will be faced with an extremely difficult and expensive situation when you pass away. We offer affordable packages for singles or families that include basic wills and power of attorney documents.
COMPLEX ESTATE PLANNING
We have experience in a wide variety of situations involving avoidance of Estate Taxes, protection of assets from potential creditors, and passing control of closely held businesses. We are skilled in the use of various sophisticated tools including Inter Vivos Trusts, ILITS, and Family Limited Partnerships. Please come in for a free consultation to discuss your specific needs and the techniques available to achieve your goals
PLANNING FOR NON-TRADITIONAL FAMILIES
There a variety of reasons that a committed couple may remain unmarried. A couple may choose not to marry for reasons including alimony and insurance arrangements with a former spouse, consideration for children from a prior relationship, or simply just personal preference.
We understand that committed unmarried couples, and their children, have many of the same goals as "traditional" families. Goals such as owning property and planning for retirement, caring for their partner in case of disability, and passing their property to loved ones after their death. All of these goals can be accomplished, but they require careful planning.
Our firm takes particular satisfaction in helping non-traditional families ensure that they are taking full advantage of the available laws and exercising their rights. We are experienced in various tools such as Trusts, Powers of Attorney, and Cohabitation Agreements. We take the time to get to know our clients and ensure that we really understand their needs.
ESTATE ADMINISTRATION
When a loved one passes you can suddenly find yourself responsible for maneuvering through the complex probate process. Good planning before hand can make this process easier. But regardless of your circumstances, we can assist you through this process.