Whether you are estate planning or want to create a Will or Trust, our attorneys have the experience and knowledge to help you choose the right plan to protect your assets and minimize your tax consequences.

Many people are unsure as to whether a Last Will and Testament (“Will”) is sufficient to accomplish their estate planning goals and objectives or if a Revocable Trust (“Trust”) is the more pertinent planning technique. A Will must be probated upon the death of an individual unless all of the assets of the decedent pass by operation of law (e.g. joint accounts or accounts having beneficiaries). A Trust does not need to be probated. However, it carries an administrative burden during your lifetime and for a Trust to be effective all of your assets must be transferred to the Trust during your lifetime such as your bank accounts, house, etc.

Our Estate Planning Tools

• Revocable Living Trusts
• Irrevocable Life Insurance Trusts
• Irrevocable Medicaid Asset Protection Trusts
• Estate Administration
• Probate Proceedings