What is the Estate Tax?

The federal estate tax is a tax on property that passes from a deceased person’s estate to their heirs. This tax affects only the wealthiest families in America.

Tools to Protect Your Loved One Against Elder Abuse

Elder abuse is on the rise. To protect yourself and your elderly loved ones become educated in the risks and the red flags. Speak to an attorney to set up a plan.

Asset Protection Planning

The goal of an asset protection plan is to protect an individual’s assets from future creditors. The most common type of creditor who poses financial risks comes from a lawsuit or inner-family dispute.

Trusts

For each client, we walk through the complete estate planning process which begins by analyzing the client’s financial circumstances and goals.

Wills

A Will is the written declaration of a person’s intentions regarding what will happen to their property upon their death. A Will governs and distributes only probate property.