Trusts & Estates 

We can help you create a comprehensive estate plan to transfer your estate as you choose, minimize tax, deal with a loved one’s special needs, and avoid the need for guardianship if you lose mental capacity.

 

Do I need a will?

How about a living trust to avoid probate?

Will my beneficiaries face estate or inheritance tax?

How can I protect my family if I become incapacitated?

How can my estate plan provide for both my spouse and children from a prior marriage?

How can I use SNTs (supplemental needs trusts or special needs trusts) to protect government benefits for my disabled child?

What are my responsibilities if I’m appointed as a Trustee or Guardian?

I’m the Executor to an estate; what should I do?