Estate planning is the protection and distribution of your property both during your lifetime and after your passing. Through proper estate planning, you can ensure that your legacy transfers to your desired beneficiaries at the appropriate time and in your preferred manner.
Proper estate planning allows you to:
A living trust is a flexible estate planning tool that allows you to manage assets during your lifetime while avoiding the probate process. You can modify or revoke the trust at any time, maintaining complete control over your assets.
A will is a legal document that specifies how your property should be distributed after your death. We help you draft clear, effective wills to ensure your wishes are carried out.
Through lifetime gifting, you can transfer property to family members or beneficiaries during your lifetime, potentially reducing estate tax burden. We help you develop reasonable gifting strategies.
Joint ownership arrangements can allow property to automatically transfer to surviving owners when one owner passes away, avoiding probate.
Properly designating beneficiaries for retirement accounts, life insurance, and other financial accounts ensures assets transfer according to your wishes.
Life estates allow you to retain the right to use property during your lifetime while designating ownership after your death.