Wills

Whether you just want a Last Will and Testament or wish to discuss more complex estate planning solutions to address specific objectives, we can assist. Generally an estate plan will be a combination of a Last Will and Testament, Power of Attorney, Living Will and non-probate transfers such as Beneficiary Deeds. These combinations of documents constitute the main estate planning  that cover the majority of  families' needs.

A will is a legal document that sets forth your final wishes.  It allows you to do the following:

• to ensure that your family and loved ones will be protected and taken care of when you die
• To minimize estate or inheritance taxes
• You can leave money to your family as well as your favorite charitable organization
•  It is the only way to ensure that your wishes will be carried out after you’re gone, instead of having the law determine who inherits your assets
• Without a Will, your estate administration may be chaotic and costly
• Allows you to include a personalized statement of your faith or values
• it allows you the ability to make a difference in the lives of others.

Trust

Many people have preconceived notions about trusts and believe that they are only for multi-millionaires who wish to leave large trust funds to their children. However, this is far from the truth; trusts can be invaluable tools in the estate plans of millions of individuals.

Trusts are simply an arrangement where one party holds property on behalf of another party. In an estate planning context, trusts are created by the person doing the estate planning (the settlor), who authorizes another person (the trustee) to manage the assets for the benefit of a third party (the beneficiaries). There are many reasons for establishing trusts and many different types of trust.

• Marital trust
• Special needs trusts
• Revocable living trust
• Irrevocable life insurance trust
• Spendthrift trust
• Trusts for minors
• Gun trust
• Pet trust