Estate Planning

Estate Planning

Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We will help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

We can help. Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussions, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives.

trust-estate-services

Trusts

Your Will is the key document in your estate plan. A trust can be used as an important part of your estate plan. A trust is the relationship between the person who sets it up (the “Settlor”), the person who manages the trust property (the “Trustee”) and the person who benefits from the trust settlement (the “Beneficiary”). The trust document sets out all the terms and conditions that the Settlor wants included: what assets are to be held, by whom, for how long, and for whose benefit. Trusts can be set up for a variety of reasons to achieve a broad range of estate planning objectives. Because they are flexible, trusts can be an effective way to deal with a wide range of tax and non-tax issues. Due to the complexity of the many issues involved with the establishment and administration of a trust, professional advice is essential. Our team is waiting to assist you through every step of the process.