Estate Planning

Estate planning without qualified help can result in heartache for your family and potentially significant unintended financial consequences.

The most important estate planning decisions a young physician or dentist with a family can make are naming a guardian of minor children in the event that something happens to both spouses, and whether that guardian has control over the assets you’ve left for your children, or if your assets should be subject to overview by a third party.

As you and your family age, and you accumulate wealth, estate planning considerations become more complicated. Could an heir be too young or immature to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Unfortunately, even the best estate plans can be defeated by inadvertently titling assets or naming retirement plan or life insurance beneficiaries in a way that contradicts your estate plan.

And we can help.
Every estate planning situation is different. In order to help you, we want to know you, and the nature of your relationships. We offer discussion, recommendations, and useful research to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

We help you …
  • Clearly define your estate planning goals.
  • Evaluate and recommend estate planning options.
  • Review your estate planning documents including current wills, trusts, health care and durable powers of attorney.
  • Eliminate or reduce taxes at time of death.
  • Develop a plan to ensure that the ownership (titling) of assets and beneficiaries of retirement plans and life insurance policies are in accordance with the estate plan.
  • Transfer the assets of your estate to heirs the way you want.
  • Amend your plan as needed.
You also get help with …
  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Leaving money to charities.
  • Planning for estate and trust tax problems.

The development and monitoring of an estate plan can be daunting, but you don’t need to do it alone. Our firm is waiting to assist you through every step of the process.