Estate
Planning

Everyone has an estate plan. If you don’t take the time to create your own estate plan, the state in which you live creates one for you through the state laws of intestate succession. The drawbacks to this plan are many: It’s not customized to meet your wishes; it’s a matter of public record; it’s often the most expensive plan, with the longest delays, and it offers the least amount of asset protection. 

Creating a customized estate plan provides peace of mind.  We help to ensure that all client assets will be transferred to the intended beneficiaries in the most efficient manner possible with minimum fees, expenses and taxes, and maximum asset protection. We address all types of contingencies, which include not only life events such as incapacity, but also after-life planning. With after-life planning, we identify strategies that allow each client to most effectively preserve their estate for hundreds of years after their death.

As one prominent estate planning attorney noted, “After the first death of a husband and wife, no beneficiaries read anything. As the second spouse approaches their death, everybody reads everything.”

If you died prematurely, are you confident that each of your assets would transfer to your chosen beneficiaries, in the right manner, at the right time?