Wills and Trusts 2014-06-27T02:50:42+00:00

When planning for the future, it is always good to have a plan in place.  We can help you with that plan. Here are some of the services we can offer:

a.      Wills – This document ensures successful passage of assets to your heirs.  We will help create a plan, draft the document, and prepare formal execution of the will to help make sure it is clear and will have as little contesting as possible.

b.      Trusts – You may wish to distribute assets prior to your passing to avoid probate or reduce/eliminate estate taxes.  We will draft the
appropriate document to help make sure these assets are both protected and distribute as you intend.

c.      Tax Planning – Most personal asset transfers to heirs will certainly involve a certain level of tax planning to reduce tax liabilities afforded with the decision undertaken.  Therefore, we will work with you to devise a plan that keeps the tax liability as low as possible.”