Estate Planning Services
A will is a legal document that allows you to choose who will manage your affairs and how your estate will be distributed after you are gone. Many people however do not realize that a will still requires probate.
A trust, is an alternative to a will. A trust is a document that benefits you during your lifetime and at death, allows you to plan the management of your estate during your lifetime and it directs how your assets should be divided at death. Unlike a will, a trust is a private document, which means it can be administered without court involvement.
Trust Administration is the process, after the death of a spouse or parent who created the trust. Trust Administration has a clearly defined path for the administrator. Proper administration is essential to avoiding unnecessary delay, expense, and income and estate tax implications.
Probate is a judicial process whereby a will is “proved” in a court of law. The probate process is overseen by a judge while the personal representative settles the estate.
Integrating tax planning with your estate plan is critical to avoid paying unnecessary and excess taxes. Our experienced attorneys can draft a plan to integrate and optimize effective tax and estate planning strategies.
With our advanced planning team you will have access to a team of knowledgeable estate planning lawyers, licensed financial planners and certified public accountants, all focused on one thing — keeping your success in your family for generations to come.