Estate Planning

Will and trusts are both tools that direct the disposition of your assets. Trusts provide an additional layer of protection, privacy and discretion in the distribution of your assets.

By law, parental rights end when a child urns 18 regardless of their ability to be self-sufficient. This includes access to and the ability to make decisions regarding their educational, financial and medical needs.

Probate court is a costly, public, and time consuming process that can be avoided with proper planning.

Without a well thought-out plan, a small business and the value that it represents can be lost at retirement or due to an unexpected death.

Without proper planning to minimize tax exposure and avoid probate court, a significant portion of the wealth you have worked hard to build and pass on can be lost. With the right planning, your wealth can support your family, protect future generations, and reflect your values long after you’re gone.