Estate Planning

The process of accumulating, preserving and distributing ones estate in the most efficient and cost effective manner.

The Estate Planning Process

  • Gather Information - family, net worth, special needs
  • Analyze Information - transfer issues, taxes and costs
  • Review Your Estate Planning Options
  • Prepare Documents
  • Sign Documents and Implement Strategies
  • Review and Monitor

Basic Estate Planning

Transferring your estate to your named beneficiaries with the least amount of cost and time may involve the use of a Revocable Living Trust.  Included in the Estate Planning Portfolio would be the following documents;

  • Revocable Living Trust
  • Certificate of Trust
  • Instructions for the Successor Trustees
  • Power of Attorney for Assets
  • Power of Attorney for Health Care
  • Living Will
  • Will
  • Amendment forms for future changes
  • Assistance with asset transfers to fund the trust

Advanced Estate Planning

For taxable estate more complex issues such as estate taxes and asset protection strategies are reviewed.

Advanced Strategies may include one or more of the following:

  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Family Limited Partnership
  • Dynasty Trust/Generation Skipping Trust
  • Wealth Replacement Trust
  • Grantor Retained Annuity Trust
  • Qualified Personal Residence Trust
  • Credit Shelter Trust
  • Qualified Terminal Interest Trust
  • Gift Annuity


Contact us for a consultation to discuss your estate planning options