It’s never too early to be prepared.
Whether you are updating your estate planning strategies, or are taking the first steps in estate planning, our legal team is dedicated to the highest level of client service in helping you achieve all your estate planning goals.
Through working with an experienced estate planning attorney, you can make sure that your beneficiaries and others receive the financial help they need while minimizing estate, capital gains, and transfer taxes. Whether you are creating a simple will, a trust to meet your children’s educational needs, a Special Needs Trust to provide care for a disabled beneficiary, or any other issue, we will work with you to help you fully understand how various estate planning instruments can help you and your loved ones and be with you every step of the way to make your estate planning goals a reality.
Confidently make provisions for your property and family members.
An experienced trustee manages your assets and dispenses them to the beneficiary according to the terms you laid out in the trust.
Asset Protection Plans
Proactive legal action that protects your assets from future creditors, divorce, lawsuits, or judgments.
Be prepared for every aspect of your future.
Special Needs Trusts (SNTs)
Ensure your loved ones are protected, no matter what.
Updates and Modifications
Common Estate Planning Mistakes
Not having a real plan in place
Long-term care is likely the largest unfunded retirement risk retirees face today, and it’s easy to see why when you look at the numbers.
You also need to have a proper will in place that designates a guardian. (Make sure you ask the relative or friend before listing them as the designated guardian.) Beyond naming a guardian, spell out instructions for how the money should support the children — too often people leave money to the guardian to manage at their discretion.
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