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.”