Estate Planning

Estate planning is often more complicated than a simple will. Estate plans may include trust funds, retirement plans, inheritances, life insurance policies, real property, businesses and business assets, as well as other assets to be named and distributed to beneficiaries. It should also include plans for incapacity, directives on difficult medical decisions, medical power of attorney and other preparatory legal documents. We excel at devising a plan that ensures your preferences are obeyed and your assets are distributed as determined, all with minimal estate taxes (ie: death tax) and delay.