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Good planning is about protecting your beneficiaries and making sure that your intentions are honored.
We can assist you with your estate plan by explaining the process and crafting a plan for you that will carry out your wishes. You may have special planning concerns:
- Designating a guardian for your children
- Establishing a trust for your children
- Passing on a family business, farm, or cabin
- Distributing family heirlooms
- Minimizing estate and capital gains taxes
- Avoiding probate
- Planning for generation skipping taxes
- Helping a disabled family member with their inheritance
- Planning for a one-time or lifetime charitable giving
- Maintaining privacy
- Minimizing conflicts among beneficiaries
- Planning for second marriage situations where your assets pass to both your spouse and your children
- Planning for long term care in a nursing home
- Naming a person or people to make financial, healthcare, and funeral decisions for you
- Transferring real estate with a retained life estate interest
- Purchasing or attaining rights of first refusal for real estate
- Establishing a living will and irrevocable trusts
- Planning for distribution of retirement assets
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