The thought of planning for the end of life may seem intimidating at first, but legacy planning can help cultivate peace of mind for you and your heirs. Having an organized, carefully thought out plan for the administration and the distribution of your estate is an important first step to taking care of your loved ones later in life.
- Protect Your Assets
- Manage Division of Assets
- Minimize Estate Taxes
- Plan for Wealth Transfer
- Custom Legacy Plan
- Maintain Privacy
Unlike traditional law firms that charge by the hour and approach estate planning as a one-time transaction, we provide custom, flat-fee plans that are carefully designed to ensure that your estate is administered, that your final wishes are met, and that your loved ones are looked after. We are honored to be your trusted legal advisor and can help plan for additional support for yourself and your family in the case of incapacity or disability. We also work to protect your assets and beneficiary’s inheritance from creditors, lawsuits, spouses, and estate taxes, and will be available to assist them with your estate or trust administration (as applicable) when the need arises.
HELPFUL RESOURCES
Estate Planning Documents ▸
Benefits of Living Trusts ▸
Transferring an LLC to a Trust ▸
Estate Planning Mistakes ▸