Wills & Trusts

 

Asset Management During Your Lifetime & After

We can help you create a definitive plan for managing your assets during your lifetime, as well as distributing it after your death. This is Estate planning. This planning can be carried out through methods including: Revocable Living Trusts, Last Will and Testament, Probate, Lifetime Gifting, Joint Ownership Beneficiary Designations, and Life Estates.

Through estate planning, you can accomplish your goals and ease the management of your financial and legal affairs, as well as minimize your estate taxes.

Examples of assets include real property, business interests, insurance proceeds, financial investments, automobiles, boats, and other personal property including personal effects.

These are complex matters and to avoid problems, they must all be coordinated to work together. If you have a professionally-drafted estate plan, you will ensure that your estate is handled in the manner you've chosen. Enjoy the peace of mind knowing that your family will not have to endure the public process and expensive consequences of probate.