Estate Planning
Strategic estate plans designed to protect your assets, minimize taxes, and provide for your loved ones.
Overview
Our comprehensive Estate Planning services help you create a strategic plan to protect your assets, minimize taxes, and provide for your loved ones according to your wishes. We take a holistic approach to ensure all aspects of your estate are addressed, from basic will creation to complex tax planning strategies.
Our Process
Discovery Meeting
We conduct a thorough assessment of your assets, family situation, goals, and concerns to understand your complete picture.
Plan Development
Our attorneys create a customized estate plan addressing your specific needs, including tax considerations and asset protection strategies.
Plan Presentation
We present your estate plan options, explaining the benefits and considerations of each approach in clear, understandable terms.
Document Preparation
Once you've selected your preferred approach, we prepare all necessary legal documents tailored to your specific situation.
Plan Implementation
We help you execute all documents properly and assist with retitling assets, updating beneficiary designations, and other implementation steps.
Regular Review
We recommend periodic reviews to ensure your plan remains current with changes in your life, your assets, and applicable laws.
Frequently Asked Questions
At what age should I start estate planning?
There is no specific age to start estate planning, but it's advisable to begin once you reach adulthood (18+) and have assets or dependents. Major life events like marriage, having children, buying property, or starting a business are good triggers to create or update your estate plan.
What happens if I die without an estate plan?
Dying without an estate plan means your assets will be distributed according to your state's intestacy laws, which may not align with your wishes. The court will appoint an administrator to manage your estate and determine heirs based on legal relationships. This process can be lengthy, costly, and public.
How much does estate planning cost?
The cost varies depending on the complexity of your situation and the strategies employed. We offer transparent pricing and will provide a clear fee structure after understanding your specific needs during the initial consultation.
Key Features
- Comprehensive estate analysis and strategy development
- Will creation and execution
- Trust establishment and funding
- Powers of attorney for financial and healthcare decisions
- Advanced healthcare directives
- Guardianship designations for minor children
- Business succession planning
- Tax minimization strategies
- Charitable giving integration
Benefits
- Ensure your wishes are carried out exactly as you intend
- Protect your loved ones from unnecessary stress and conflict
- Minimize estate and gift taxes
- Avoid probate costs and delays
- Ensure continuity of care for dependents
- Protect assets from creditors and lawsuits
- Create a meaningful legacy that reflects your values
- Gain peace of mind knowing your affairs are in order
Ready to get started?
Schedule a consultation with one of our experienced attorneys to discuss your specific needs.
Schedule Consultation