Estate Planning

Proper Estate Planning is another critical part of the overall process. Having up to date wills and proper trust and related documents is very important in making sure your affairs are handled in the manner you intended. We encourage our clients to work with the appropriate legal counsel in evaluating, analyzing and implementing their wishes, both during their lifetime and at death, for the distribution and administration of their estates and to minimize estate and gift tax consequences. 

We are familiar with a number estate and business attorneys that can properly guide you through this process.