Estate Planning


Estate Planning is the process of identifying client objectives and concerns and designing the framework to accomplish these goals.  A proper estate plan will assure the orderly management of assets in the event of incapacity as well as disposition at death.  Estate Planning services include:

• Preparing Wills
• Establishing Trusts
• Preparing Advance Directives and Durable Powers of Attorney
• Estate and Gift Tax Planning
Medicaid Qualifying and Planning
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• Asset Protection Planning
Property Tax Relief
Long Term Care Planning

Proper planning protects personal choice in health care and business decision making, as well allowing for preservation and distribution of assets consistent with a client's wishes.

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Telephone:  941-205-2525