Estate Planning

Whether your estate is large or small, everyone needs an estate plan. Ensure that your assets are distributed to your heirs and beneficiaries as you intend them to be.

Our goals are the same as yours: to carry out your wishes, minimize your tax burden, and protect the wealth you’ve accumulated. A comprehensive plan takes into account factors such as:

  • Estate planning – Preparation of wills, trusts, powers of attorney; sophisticated understanding and advice as to the disposition of your assets and strategies to minimize estate taxes and probate expenses.
  • Business and farm succession planning – Ensuring that the intentions of business owners and family farms become reality by strategic and thoughtful succession planning.
  • Asset protection – Protecting your estate from creditor claims through careful planning.
  • Charitable giving – Fulfilling your charitable intent while reducing taxes through vehicles such as charitable remainder trusts.
  • Trusts and estate administration – Assisting clients’ heirs in following their loved one’s wishes as expressed in a will or trust, and helping to streamline the probate process where necessary.
  • U.S. Estate Tax returns – Work with trustees or personal representatives to prepare Form 706 U.S. Estate Tax returns.

Because estate tax laws change, making a plan is the beginning, not the end of planning. It’s important to keep it up to date when significant events like these occur:

  • A change in marital status
  • Births or deaths in the family
  • Serious illness or disability
  • Changes in your charitable giving
  • Changes in state or federal tax laws
  • You move your residence to a different state
  • Any significant change in your financial status