Many people think estate planning is simply about minimizing taxes and distributing property after they pass away. Of course tax avoidance and estate distribution are important; however, they are often not the most important parts of an estate plan. Effective estate planning is actually about helping you determine what matters most in your life – what you value – and making sure your estate plan accurately reflects this. We begin the estate planning process not by telling you about the legal techniques and strategies we might employ on your behalf, but by listening, by getting to know you, and by gaining a thorough understanding of your unique concerns, values, dreams and goals. And then we help you achieve what you hope to accomplish in your lifetime, and the hopes you have for the people you love.

It is only after we know what you consider to be important that we create your plan; a plan that addresses all of your concerns and facilitates the realization of your dreams. The custom plan we design for you will –  

• Help you maintain control over your affairs

• Protect your assets

• Allow you to continue to enjoy the lifestyle to which you have become accustomed

• Significantly reduce or eliminate income, gift, capital gains and estate taxes

• Pass the largest possible amount of your wealth on to your heirs in accordance with your wishes and values

• Protect your heirs’ inheritance from creditors, predators and, in certain cases, from the poor judgment of your heirs themselves

• Keep your affairs private

• Avoid the expense, delay and confusion associated with probate

• Ensure your values and work ethic are passed on to your heirs

• Define and ensure the realization of your legacy

• Protect and promote the value of your business and

• Integrate your business interests into your estate plan

Ultimately, the estate plan we create for you will help you achieve one of the most important goals of all: Peace of mind for you and your loved ones.