Estate Planning

            Common estate planning issues addressed with clients include: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For more information on planning your estate, contact us today.

 

 

People spend a lifetime accumulating assets and building an estate with the intention of passing assets on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.

 

 

The transfer of wealth 

 

The minimization of federal and state taxation

 

Asset protection 

 

Charitable giving

 

Healthcare Documents 

 

Beneficiary Arrangements

 

Lifetime gifting plans