Avoiding Probate

Overview

Probate is the court-supervised legal process that takes place after your death. In general, it involves validating your will, identifying and inventorying your assets followed by an appraisal to determine their value, paying debts and taxes, and then distributing the remaining assets as directed. Why is it wise to avoid probate? LEARN MORE

Tax Planning

The first step to creating a legacy is to generate income. The second step is to preserve and grow that income. What Is the Generation-Skipping Transfer Tax? Get maximum protection for your assets. LEARN MORE

Medical Planning

Health care directives are legal documents that provide instructions for your medical care should you become incapacitated. The advance directive is also referred to as a “living will” documenting your wishes. A “health care proxy” is who you authorize to make decisions on your behalf. And a HIPAA authorization release is needed. LEARN MORE

Trusts

A trust provides an efficient and convenient means of transferring assets and property to your heirs. Establishing a trust and funding it properly during your lifetime negates the cost of probate court and disputes of your assets. Who will you choose to manage the administration of your trust? And who are your beneficiaries? LEARN MORE

Wills

A powerful legal document and roadmap for your loved ones this is the cornerstone of any estate plan. Let’s review some important components of a will and what should and should not be included… LEARN MORE