Estate & Tax Planning
We assist clients in preparing an appropriate estate plan and the necessary documents to implement that plan, including Wills, Living Wills, and Powers of Attorney.
We perform a comprehensive asset analysis for all clients to ensure coordination of the entire estate, including retirement account and life insurance beneficiary designations and estate, inheritance and income tax consequences. Without a proper estate plan, the wrong people may inherit your estate or the right people may inherit at the wrong time. Your estate or your heirs may incur estate, inheritance and income tax consequences that could have been avoided with a proper estate plan.