When planning for your family, it's essential to consider more than just who should receive property at your death. We review the type and value of assets you own, the titling of those assets, beneficiary designations, tax consequences, family circumstances, future plans and your goals both during and after your lifetime. An effective estate plan involves more than just document preparation. In fact, if the entire estate is not coordinated with your documents, the result can be disastrous. We work to educate the client on the importance of developing and maintaining an estate plan which will be effective and satisfying to the client and family. Initial consultations are provided at no charge so that we can discuss your matter in more detail.
Likewise, many of the negative reports regarding probate and administration can be avoided if an estate is handled properly from the beginning. It's wise to consult with an attorney prior to initiating any action on an estate. We work with the client using a team approach to be efficient and keep fees reasonable.