Estate Planning

Estate Planning focuses on your ability to pass along your hard earned assets to whom you would like and in a way that you would like. Regardless of your age or degree of wealth, an estate plan can reduce the taxes and expenses of an estate, expedite the transfer of assets to the next generation and ensure that beneficiaries are protected.

The process can help you identify and address the following issues:

• Ensuring your wishes will be known and carried out:
Wills that Work.


• Preserving assets from taxes and unnecessary probate fees: Probate Fees and Taxes.



• Protecting the family cottage: Your Plan for the Family Vacation Property.



• Protecting future generations: Trusts for Protection and Tax Savings, Sue and George: a case study on trusts for Surviving Spouses.