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
  • Residency Issues
  • Asset Protection Planning
  • 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.

Helpful Links

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Contact Us

(941) 205-2525