Planning what happens to your estate when you are no longer available can be difficult and intimidating. The best time to engage in the estate planning process is when you can think clearly and discuss your objectives.

If you have a disposable net worth, you are never too young to initiate the estate planning process. Engaging qualified, experienced professionals can enable development of a plan that would provide for your decisions. This approach can save many family disagreements as well as significant amounts of money.

Estate planning is a unique endeavor and every estate has particular characteristics. We can assist in every facet in developing an estate plan including:

• Defining goals.
• Recommending estate planning options.
• Reviewing estate planning documents such as wills, living trusts, power of attorney, and health care directive.
• Minimizing probate concerns.
  
• Assisting in creation of family business entities.
• Valuing family businesses and incorporating use of discounts. (See Business Valuations)
  
• Making bequests to charities.
  
• Initiating gifting of assets.
• Preparing personal net worth statements.
• Reducing final individual taxes and estate taxes at time of death.

In conclusion, we are available to assist and advise during every step of the estate planning process.

Please contact us for more information.