For many people, estate planning is something we know we should do but somehow manage to postpone until some indefinite “tomorrow,” or, once having done a plan, put it away in a file never to be seen again. Although this may be more common than not, it is certainly not wise, as without a proper estate plan, you leave too much at stake, jeopardizing your family’s well-being.

 

Our approach is to help our clients establish a plan that involves the accumulation, conservation and distribution of their assets. We discuss wealth transfer strategies in depth, such as the potential need for a trust, Family Limited Partnership, or the creation of any other legal entities that help to minimize estate taxes while maximizing what is passed onto heirs. We can then work with your estate planning attorney to ensure your wishes are solidified through legal documentation.