Practical Planning: So What You Want To Have Happen, Will Happen!

Estate Planning
We are committed to taking care of families during lifetime, disability, and after the death of a loved one. We provide advice to preserve your assets for you and your heirs and to transition ownership with the minimum tax, hassle, and court involvement.

Basic Estate Planning – Designing a legacy and values-based plan

Wills
Trusts
Incentive Trusts
Disability Planning

Health Care Directives
Powers of Attorney

Guardian and Conservatorships

Second Marriages and Blended Families

Non-traditional Families and Domestic Partners

Advanced Estate Planning

Wealth Preservation Stategies
Family Limited Liability Companies
Intergenerational Planning
Business Succession Planning

Estate Tax Planning – Minimizing Estate and Gift Taxes

Charitable Planning – Making Charitable Gifts during lifetime and at death:

Charitable Remainder Trusts
Charitable Lead Trusts
Private Foundations
Donor Advised Funds
Planned Gifts