When major life events happen, such as birth, death, marriage, or divorce, it’s crucial that you have a relevant and updated estate plan. Estate planning is the preservation and distribution of your assets, both during your life and upon your death. It involves accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.

When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property, and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death, as well as appointing others to act in the event you become incapacitated. Our estate and inheritance planning services provide you with peace of mind by developing a comprehensive plan that covers wills, trusts, and other legal instruments. We work closely with you to ensure that your estate is managed efficiently, minimizing taxes and legal complications for your heirs.