Our firm is a leading provider of basic and advanced estate planning services ( wills trusts and estates ). We offer a range of wills trusts and estates services designed to help you ensure that your wishes are carried out if you become unable to make decisions for yourself as well as shield your assets and your heirs from the high cost of estate and/or gift taxes.
A trust is a tool that is used to convey various assets, usually real estate, from one individual to another. Because the property is held in a trust and is managed by a trustee in accordance with documents that you created, it is not subject to a variety of taxes when the property is titled to your heirs after your passing.
And even Perpetual, Generation-Skipping, and Dynasty Trusts. Few firms have the in-depth knowledge to be able to provide quality guidance for these, less common trust situations. But our firm does.
Our firm is also well versed in providing guardianship that will ensure that your wishes are carried out in the event you become incapacitated and are no longer able to care for yourself or make decisions for yourself. A guardianship not only ensures that your own best interests are taken care of, but also dictates how your assets will be managed if you are unable to make those decisions for yourself, even if your spouse is still alive.
Of course, your will is your final decree as to how you wish your assets to be divided after your death. Having a will is of the utmost importance. If you die without a will, then probate will determine how your assets are divided as well as levying various taxes on your estate. However, taking the time to create a will with the help of our firm will help you minimize the amount of estate taxes and/or gift taxes that your estate will be subjected to as well as ensure that your assets are divided per your wishes. Having a will also reduces the chances that your heirs will have standing in the event they have a disagreement with your spouse or other executor with regards to your estate.
Make your appointment with our firm today to begin discussing your wills trusts and estates estate planning needs with a planning professional.