Ensuring that you retain control of your assets and that your affairs are organized is crucial during Estate Planning. Estate planning begins with outlining your desires and selecting trusted individuals to manage your affairs, both while you’re alive, which often is you, and after your passing, typically a trusted loved one. Depending on the size of your estate, estate tax planning may also be necessary, offering potential benefits for you and your loved ones.

Neglecting estate planning could result in probate proceedings, which are often protracted and expensive. The probate industry’s size reaches billions of dollars, yet your estate doesn’t have to contribute to it.

Initiating the process involves open discussions with loved ones about their needs, desires, and assets, which can be a straightforward process.

It’s important to note that we do not provide legal advice. For legal guidance, it’s advisable to consult with a lawyer.

At our firm, prioritizing client satisfaction is paramount, we uphold a fiduciary duty to our clients.