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Estate Planning Strategies Not Just for Large Estates

Estate & Distribution Planning To Protect Your Spouse and Heirs

Making a will is important but only the first step for most people's estate planning. It’s not just about making a will. It’s about developing a personalized Estate Plan that takes into consideration your needs and the needs of your heirs. For example, Revocable Living Trust's  are often as important as a will for many families, sometimes even for small estates.

We can work with you to develop a plan to minimize the impact of estate, income and inheritance taxes. We will also explore the advantages of trusts. We can help you plan the succession of your business. We will do it all with one objective in mind – effectively enabling your legacy to endure and to protect those you wish to pass assets on to.

If you are married do you know the huge tax advantage of owning investments and some other assets as Community Property with Rights of Survivorship and not as Tenants in Common?  This could be very costly tax wise if you own property as JTWROS.

We can advise you on:

  • Wills 
  • Living and other Trusts 
  • Living Wills (for health care)
  • Long-Term Care
  • Tax Planning
  • Medicaid Planning 
  • Charitable Giving
  • Business Succession (for closely held companies and family owned businesses)
  • Beneficiary Designations for various types of accounts

Trusts and other documents can only be prepared by a qualified attorney but we can give you advice.