Estate Planning

Estate Planning

• Family Limited Partnerships
• Irrevocable Life Insurance Trusts
• Grantor Retained Interest Trusts
• Wills and Living Trusts
• Gifting
• FAQs
• Getting Started

For many, the thought of estate planning can be daunting.  Complicated legal issues, asset arrangements, professional fees, probate, estate taxes, and many other steps involved in creating a comprehensive plan for you, your family, and possibly your business can seem overwhelming.  Many who have taken the steps to plan for their future often don’t know that they, their loved ones, and their assets still may be unprotected.

While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. You've worked hard your whole life to provide for your family and make your loved ones more secure.  Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay, and frustration associated with managing your affairs when you pass away or become disabled.  Keep in mind that without thoughtful estate planning, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.

Our firm regularly assists families with such planning strategies as Family Limited Partnerships, Irrevocable Life Insurance Trusts, Grantor Retained Interest Trusts, Wills & Living Trusts, Gifting and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes, and Generation Skipping Transfer Taxes.

From customized design to successful implementation, our tailored approach will take you through the entire estate planning process.  During the process, we will work with each member of your estate planning team to finalize your estate plan.  These members may include your accountant, attorney, charitable giving officer, financial advisor, insurance agent, and trust officer.

We would be please to hear from you, so contact our office via telephone or email with your questions, comments, or concerns.  Alternatively, we would be happy to set up an appointment for an initial consultation.