ESTATE PLANNING

An estate plan is one of the greatest gifts you can make to your loved ones. Leaving a clear plan in place, or even avoiding the Probate process is a valuable gift to your family and friends as they experience the grieving process. 

Estate Planning can also include retirement issues, starting a business, purchasing assets, such as life insurance or real estate, and transfering of assets

We are able to assist clients with titling assets properly for the client's protection as part of a comprehensive Estate Plan.

Another wonderful part of Estate Planning is making gifts to individuals and charities.  Estate planning can be simple or complex. You may need to protect assets through the creation of irrevocable trusts, prenuptial agreements or other legal documents.  There are many avenues that we can discuss with you to meet your estate and asset protection needs.