Services

Estate Planning

Estate planning is not just for the rich and famous. In fact, while the rich and famous may have more to lose with ineffective planning or lack of an estate plan, they are more able to suffer the losses associated with having no plan. An effective estate plan will accomplish one, some or all of the following:

Insure that your wishes are followed upon your death or disability. From real estate to retirement accounts, from classic cars to firearms, there are unique challenges, laws and options that apply to each.

Protect assets from risk of loss from various events.

Promote family harmony upon your death or disability by having a clear plan. One of the best gifts you can leave your family is a clear plan that reduces to a minimum the opportunity for problems that can scar a family forever.

Make life a bit easier for your family upon your death or disability. The more organized you are, the less stress on your survivors at a time when they likely don’t need additional stress.

Provide for the physical and financial care of minors or disabled family members.

Keep your estate out of probate court to insure privacy and save time and expense.

Select guardians for minor children.

Protect family assets from the unintended consequences of death or divorce after a remarriage. It is very common to see married couples with children from previous marriages. The failure to plan in these situations can easily result in devastating unintended consequences. 

Minimize adverse tax consequences.