Estate Planning Services

Estate Planning is an established way to ensure your finances and assets during your lifetime and to ensure who receives those assets after your death. This includes assets in which you may own only a percentage or share of, as well as wholly owned assets.

Estate planning provides a means of ensuring that your financings and legal affairs are managed properly while minimizing the risk your estate and its assets may potentially be exposed to upon your death. When defining an estate, all assets of any value, owned by you, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects become part of the estate. Generally, estate planning establishes a means by which your assets are passed on to your loved ones upon your death and that plan can be established through a variety of methods, including:

• Revocable Living Trusts
   
• Last Will and Testament / Probate
   
• Lifetime Gifting
   
• Joint Ownership
   
• Beneficiary Designations
   
• Life Estates

Having a well-drafted estate plan in place ensures your estate will pass to the person(s) or entity you selected, rather than relying on the probate process, which can be lengthy and costly.