SERVICES
Estate Planning
When major life events happen, such as birth, death, marriage, or divorce, it is crucial that you have a relevant and updated estate plan that preserves your legacy. This type of planning includes the distribution of your assets, both during your life and upon your death.
By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you:
- Maximize your Estate and Income Tax Planning Opportunities
- Protect any Assets in Trust and Ensure they are Distributed Probate-Free to your Beneficiary(s)
- Protect your IRA and Qualified Accounts from Becoming Fully Taxable to your Beneficiaries Upon your Death
