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Estate & Trust Planning

While it may be the last thing you want to think about, estate and trust planning is an important step you can take to protect the interests of your family. A well prepared estate and trust plan will help ensure your wishes are carried out and your loved ones are taken care of once you're gone. If you pass away without a plan in place, your family members may be left to sort out the mess in court. Consult us to get a better idea of how estate and trust planning can benefit you.

Our network of professionals offer the following and more Estate and Trust Plans.

  • Wills and Durable Powers of Attorney
  • Trusts
  1. Revocable Trust
    Generation Skipping Trust
    Marital Trust
    By-Pass Trust
    QTIP Trust

  2. Irrevocable Trust
    Irrevocable Life Insurance Trust
    Grantor Retained Annuity Trust (GRAT)
  • Wealth Transfer
  • Charitable Planning
  1. Charitable Remainder Trust
  2. Charitable Lead Trust
  • Gifting
  • Asset Protection Planning
  • Cost Segregation in Estate Planning