Estate Planning

“Only put off until tomorrow what you are willing to die having left undone” Pablo Picasso

Estate planning comprises the specific arrangements you make during your lifetime for the administration and distribution of your estate when you die. It takes into consideration the needs of your survivors, making sure the greatest amount of the estate passes to the intended beneficiaries. It involves both financial and legal considerations, and the goal is to minimize both taxes and legal expenses.

Our estate planning services include:

  • Plan for providing for a surviving spouse and/or children
  • Asset protection
  • Minimizing estate taxes
  • Business succession planning
  • Preparing estate tax returns