We help plan for the two most important things in our clients’ lives: everything they own and everyone they love. Our clients share their hopes and dreams their values and goals. We listen and then work with them to design a personalized plan that will meet their needs not only for today but in the years to come. Our plans promote harmony within the family and a lasting legacy that will continue to reflect their values and ideals for generations.
Our clients are motivated to provide the best possible planning for their families to minimize the burdens of incapacity and death. They are seeking the peace of mind that comes from knowing that they have the most comprehensive estate plan possible. We strive to help you understand that the real value of a comprehensive estate plan is not just tax dollars saved, but the passing of your legacy to your loved ones.
Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity and extends to protecting your loved ones and your hard-earned assets. Services we provide include:
Asset protection planning involves making wise decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors, or bankruptcies.
Family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country. Your business is your life’s work, and we can help to protect it.
We assist in the tradition of giving to charitable causes by employing tax-advantaged strategies that maximize the value of your gift. We help you determine the best method to make charitable gifts and practice good stewardship in the most tax-efficient manner.
Special considerations need to be made as you age. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships, health care documents, Medicare, and Medicaid.