We believe in anticipating and arranging for the management of a person’s estate.
What Is Estate Planning?
An estate plan allows you to leave important instructions about your property, children, and health care.
Estate planning includes planning for incapacity, reducing or eliminating uncertainties over the administration of a probate, and maximizing the value of the estate by reducing taxes and other expenses.
Wills | Trusts | Tax strategies |
Top benefits of a good estate plan
Estate planning helps you avoid many unfortunate situations, and while it can take some time and money upfront, you can avoid many worse problems later on. For example, if you don’t provide a clear estate plan, the state will do what appears best in its judgment, which is unlikely to coincide with what you would choose to do. Don’t leave your estate up to the state.
- Create an inventory
- Account for your family's needs
- Establish your directives
- Review your beneficiaries
- Note your state's estate tax laws
- Weigh the value of professional help
- Plan to reassess
