Estate Planning

An estate plan is more than having a Will or revocable living trust. It involves crucial planning to ensure that your assets are transferred according to your wishes and that your estate can be administered efficiently and effectively while at the same time minimizing taxes and fees. It also involves advance planning so that your assets and health care can be managed in the event you are alive but incapacitated. It can also involve nominating guardians and trustees for your children and ensuring your beneficiary designations for retirement assets and life insurance are properly structured.