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.
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.