Wills, Trusts & Estate Planning

Protecting Your Family's Future

Wills, Trusts & Estate Planning

We all want the valuable possessions we have earned over the course of a lifetime of hard work to go to our loved ones after we pass away. This may include a successful business, artwork or even family heirlooms and treasures. We want to pass these legacies on to our family – not just to provide for them, but also to preserve our family continuity. An estate plan of your own, designed by an experienced attorney who focuses on this area of the law, can help you accomplish this and many other goals.

However, a well-crafted estate plan can do much more such as addressing important issues during your lifetime and in end-of-life situations. For example, a well-designed estate plan can ensure that a person you trust can make medical and financial decisions on your behalf should you become incapacitated. Without such a plan, someone may petition the Court to get control over your assets and medical care. Without a plan, your family may end up in a court process known as guardianship and conservatorship. This is expensive, time-consuming, and frustrating.

This is just one example of what an estate plan can help you accomplish. Depending on your particular goals and needs, we can design a plan capable of achieving a great deal more.

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Planning for life cycles

Your Family's Essential Needs

There is no one-size-fits-all package. Every family is different and their needs are different. Your priorities will be respected and written into binding, legal documents. Your personalized package may include any of these vital areas

  • Ensure your minor children are raised according to your wishes if something happens to you and your spouse
  • Allow you to control your assets while you are alive and well and if you become incapacitated
  • Leave what you want to whom you want in the manner you want after you pass away
  • Protect your assets against creditors, lawsuits, divorce and other threats
  • Minimize income, estate, gift and other taxes
  • Ensure your financial affairs and information about your family remains private
  • Protect inheritances for your heirs