Estate Planning

 

We believe that a strong estate plan enables you to have lasting peace of mind. Whether your individually prepared plan is to minimize estate taxes, provide Medicaid planning, or to protect the interests of a disabled child or family member, your plan is developed with cutting edge knowledge and compassion.

Your plan may include:

• Last Will & Testament

  • Bypass or credit shelter trusts to minimize estate taxes

• Living Trusts to Avoid Probate

• Supplemental Needs Trust

• Insurance Trusts

• Pre-Nuptial Agreements

• Post-Nuptial Agreements

• Irrevocable Trusts

  • Protection of assets for Medicaid purposes