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Estate Planning

What We Do

Estate planning is more than making a will. It involves deciding who will be a guardian for minor children or making provisions for special needs situations. It involves medical directive and other end-of-life considerations, bequests to charities and strategies to minimize estate and gift taxes.

We are not attorneys and cannot write a will for you. But we can discuss matters with you so that when you do consult an attorney you have already considered many important issues. We will

  • Discuss pertinent estate issues and how they will affect your beneficiaries
  • Monitor beneficiary designations for your accounts and retirement plans
  • Monitor the executor/trustee/guardian choices with current legislation in mind
  • Enable you to make informed choices that can be implemented with your attorney.