Estates & Trusts.
Estate and trust planning require special considerations: taxation, potential probate proceedings, appraisals, healthcare, retirement assets, life insurance, and who are the inheritors of the assets. If there is a lack of understanding or not knowing your rights, legally and financially, the cost can be more than you anticipate. Our staff has specialized experience in estate and gift tax regulations. We can help you through the entire process. Each case is unique and we can help you make a more informed decision. We can explain the effects, both good and bad, of these decisions. We can assist you in making the right choices that meet your needs. For example, should assets be placed in a trust? Should there be a minimum age should the inheritance be paid? Is it possible to minimize taxes? Is the probate process avoidable? Making arrangements for your assets upon your death can be a daunting task. Making sure your assets will be professionally administered is a source of security and peace of mind for you and your family. We help you preserve your wealth for the next generation and make sure your trusts are administered according to your wishes.