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While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.

Oftentimes, clients view Estate Planning as only wills, trusts and other ancillary documents.  Although an estate plan may use some or all of these important documents, estate planning is the process by which we determine which tools are best for our clients' specific values, goals and concerns.  We partner with business owners, professionals and families to identify what is most important to each client, and design a plan to meet those specific values, goals and needs.  We also advise families of individuals with specials needs to tailor a plan that meets each families' unique needs.  Our firm's services include: 

 
 
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Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law.

An estate is the total property, real and personal, owned by an individual prior to distribution through a trust or will. Real property is real estate and personal property includes everything else, for example cars, household items, and bank accounts. Estate planning distributes the real and personal property to an individual's heirs.