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While every family is unique, most share the
same estate planning goals: they want to avoid living probate if a loved one
becomes disabled; they want to avoid death probate when a loved one passes
away; they want to reduce or minimize estate taxes and final expenses; and
they want the fruits of their hard work to pass on to whom they want, when
they want, and how they want.
Helping our clients achieve these goals is the
focus of our law practice. Our client centered approach begins with helping
clients identify their most important goals, while uncovering potential
estate planning traps that might lie in their path. We then carefully craft
an estate planning strategy tailored to each family’s individual needs and
aspirations.
But our commitment to client service doesn’t
stop there. Through our many client education and outreach programs, we
continue to work closely with clients, long after their basic planning has
been completed, to help them ensure that their estate plans remain in
concert with their goals despite changing times and changes in their
situation.
The first step in
working with our firm is a complimentary first consultation, during which we
learn about the clients, their family’s needs, and their short-term and
long-term objectives. An important aspect of this first consultation is a
preliminary estimate of a family’s potential probate costs and estate tax
liability. Then, we make recommendations for an appropriate estate planning
strategy best suited to the clients’ needs. Only after this free,
no-obligation interview are clients asked to engage our services if they
want to create an estate plan of their own.
Do you need an estate plan of
your own? The answer is “yes,” if you want to:
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• Protect yourself from living probate, with its loss of control, potential
for humiliation, expense and delays. |
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• Keep your estate out of death probate, and spare your loved ones
unnecessary expenses, red tape, and lost time. |
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• Minimize or eliminate completely costly estate taxes on the legacy you
want your loved ones — not the IRS — to enjoy. |
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• Enjoy strategies that help you minimize taxes today — while preserving
more for your loved ones after you’re gone. |
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• Protect your legacy from creditors and unintended heirs. |
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• Create an estate plan that lovingly reflects the needs of each of your
heirs, helping you to care for them for years to come. |
We can help you achieve all these goals — and much more — with a
comprehensive estate plan that employs cutting-edge and creative strategies,
such as:
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• The Revocable Living Trust |
• Irrevocable Life Insurance Trust |
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• The Durable Power of Attorney for Financial Matters |
• Family Limited Partnership |
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• Advance Medical Directive |
• Irrevocable Grantor Trusts |
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• Pour-over Will |
• Business Succession Planning |
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• Asset Protection Planning |
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If you would like more information about any of these strategies and how
they might work for you, call us today for a complimentary, free
consultation. Few joys can compare with being able to share with loved ones
the rewards of a lifetime’s hard work.
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