For any and all families, estate planning is an important piece to a family’s future wellbeing.
We assess what your family assets consist of and what your ownership includes. We craft a plan with your accountant or other business planners to determine what is in your best interests.
Then, we determine if you need a simple will with a beneficiary deed, powers of attorney, living will, or even more complex structures like an irrevocable living trust.
No matter what you need, we are prepared to tailor a plan for you. Sometimes, this means implementing a strategy that goes beyond a basic will. We assist with family business and business planning tool, so that your legacy will continue with the fewest tax implications.