Estate Planning

• It enables you to decide who inherits from you and at what time in their lives
• Assists with planning for incapacity
• Allows you to plan for yourself and loved ones without giving up control of your assets
• Allows you to plan while taking into account current and future concerns for family members
• Allows you to accomplish your dreams and goals for yourself, your family, and your assets
• Reduces income, gift, estate and generation-skipping taxes
• Keeps affairs private
• Prevents family conflict
• Gives you the ability to make decisions of who will assist you and your loved ones in the event of an unexpected accident, diminished capacity and eventual death
• Eases management of your financial and legal affairs during your incapacity and after your passing
• Provides loved ones with efficient and timely inheritance
• Gives you the piece of mind that the assets you worked so hard to acquire will be distributed in accordance with your wishes