Tax Planning

Estate planning allows you to effectively manage your estate both during your life and after. A properly constructed estate plan will include sufficient elements to avoid the time and expense of probate, protect assets from creditors (both the grantor’s and those of the beneficiaries), provide adequate insurance and establish effective estate tax management strategies.  

The consequences of not effectively planning in advance can be significant. Online tools and other templates simply lack the tailored analysis necessary for individual needs. Our office offers a comprehensive range of estate planning services including long-term care provisions, end-of-life arrangements, estate administration and more that only an individualized estate plan can provide. We’ll also meet with you every five years, or after any significant life change, to ensure your plan still best meets your needs, at no additional charge.