Our servicesTrust and Estate Management

We understand that protecting a legacy alone can be challenging.  We help in the process of building a stable and logical plan to protect assets in the present and for the future.

We assist our clients in evaluating their needs, choosing how to structure their estate and providing them with the resources and information needed to make educated decisions.  Having a partner during this complex process allows our clients to feel certain that their desires will be achieved in a clear and direct manner.

  • Defining a legacy
  • Identifying needs
  • Using trusts to save steps and costs
  • Charitable giving

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FAQs

What is estate planning?
Estate planning is preparing the preservation, management, and distribution of one’s assets in the event of incapacitation or death.
Do I need to update my will?
Your will should be evaluated or updated after major life changes such as a birth, a death, or a change in marital status.
What is a trust?
A trust is a legal entity established to hold assets and provide instructions to be implemented upon a specified framework of events.
Do I need a will or a trust?
Simpler situations with fewer parties and assets that are easily identified may be suited for a will. More complex situations may require a trust. An attorney that specializes in estate planning can help you identify which is right for you.
Will my family have to pay estate taxes?
If your net worth at the time of death is above a certain threshold, determined by the IRS, your estate will be subject to federal estate taxes. If it is below the threshold, your estate will not be subject to federal estate taxes.