Our Services
- Estate Planning
- Conservatorship
- Estate and Trust Administration
- Preservation of Assets
- International Estate and Income Tax Plannng
- Income Tax Planning
- Business and Transactional Planning
- Various Aspects of Real Estate
- Corporations
Estate Planning is more than just having a will drawn up. In fact, it's more than just death planning. Simply put, Estate Planning helps you acquire an estate and helps you preserve and distribute the estate upon your death. Thus, Estate Planning involves both lifetime objectives as well as death planning. It is arranging your affairs to maximize the benefits from your assets and your planning during your lifetime and allow your beneficiaries to do the same after your death. The documents that make up an estate plan are:
- Trusts
- Wills
- Powers of Attorney
- Living Wills
- Burial Instructions
- Organ Donation
Conservatorships are usually established for people who have serious illnesses or injuries.
Our Trust and Estate Administration Department handles various aspects of estate settlement. We handle collection and distribution of estate assets, preparation of estate tax returns, allowance of accounts of executors and trustees and various other aspects.
Protect your assets from potential creditors.
Income tax planning is necessary. Everyone who pays income taxes can plan their finances to maximize their legitimate deductions and reduce taxes.
A type of business structure created and regulated by state law. A corporation is an independent legal entity seperate from people who own, control and manage it.
