Working with your attorney, we do in-depth financial estate plans for our clients. We thoroughly examine and help you implement three areas of estate planning:

1. We work with you to determine precisely how you want your assets to be distributed to your heirs upon your death.
2. We do estate tax analysis to determine if you have an estate tax liability, and how it may be reduced, eliminated, or paid most economically.
3. Finally, we make recommendations as to the type of trust you may want to consider if you do not already have this work done. As needed, we make recommendations to qualified local estate planning attorneys.

Most estate planning problems are caused by poor family communication. We work with you to help you decide how to best communicate your wishes to your family members. When you communicate, in person, while you are still living, your estate plans have a much better chance of being implemented the way you wish for your family. Proper communication now can prevent your family from losing money or even being torn apart upon your death.