Estate Planning

When people think about estate planning, they correlate that to the execution of a will or trust in conjunction with the distribution of their assets at the time of their death.

This is not an accurate analysis. Estate planning is a process of establishing the distribution of your assets at the time of your death but also the protection of your assets while you are alive.

This includes the protection of assets from creditors in the event of an accident or an unexpected illness. It also includes avoiding probate and reducing the tax burden on the estate. In addition, a comprehensive estate plan includes living will, health care proxies, power of attorney, Medicaid and planning for special-needs children, long-term nursing care and other elder care matters.

We provide a comprehensive estate plan by meeting with our clients and tailoring a plan that will address each of their needs. With years of experience we will be able to help you with your comprehensive estate plans.