Estate Planning
Having an estate plan is key in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we will review your goals and objectives to ensure your estate benefits the people and charities you care about most.
Estate planning includes:
- Analysis of current estate plan and potential tax liabilities
- Tax planning to help minimize the tax you pay in your lifetime and after death
- Trust services
- Beneficiary review
- Asset titling review
- Analysis of your insurance and long-term care
- Legacy planning
