ACTIVE LIFESTYLE FINANCIAL PLANNING
Will taxes or probate costs unnecessarily reduce your estate?
Have you legally appointed someone to make decisions for you if you are unable to make them for yourself?
Are you concerned about possible conflicts among your family members after you are gone?
It can be uncomfortable to think about death. What will happen to our loved ones and our possessions after we’re gone? What’s even more uncomfortable to think about is the state making those decisions for us because we didn’t take the time to plan.
Estate planning goes well beyond making a will. It involves decisions in many areas including naming a guardian for minor children and special provisions for mentally or physically disabled children, medical directives and other end-of-life considerations, how to minimize or eliminate estate taxes, how to best handle gifts or bequests to charities, whether a trust is right for your situation, and how to most effectively transfer ownership of a small business.
We will work with you to evaluate the estate issues that impact your life and consider choices that you can then implement with your attorney.