Estate planning without our Professional assistance can be complicated and costly. The list of things to consider is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you and your family more in the end.

Thoughts of estate planning often bring more questions than answers:

Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to and with your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to concern yourself with estate planning as yet. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to procrastinate, assuming that it will just take care of itself. In all cases, prudent estate planning ends up saving your family lots of time, heartache and money.

And 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 discussion, 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. At every step, we'll be there with you.

We assist you to:

• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you should require them.
• Evaluate and recommend estate planning options.
• Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at time of death.
• Arrange for management of your estate in the event you are incapacitated.
• Draft a working plan for conserving and effectively managing your estate after death.
• Transfer the assets of your estate to heirs the way you choose.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.

You also provide assistance with:

• Living Wills and Trusts.
• Lifetime Family Wealth Transfers.
• Family partnerships and other business relationships.

Planned Gifting Programs

• Planned Charitable Giving..
• Preparation for Estate and Trust Tax Liability Analysis.
• Sudden Wealth Planning.
• Divorce Planning.
• Real Estate Investment Trusts.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.