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Estate Planning

How to I ensure my wishes will be followed and my family will be taken care of?


Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as the client's needs dictate.

Medicaid Planning – Pre-crisis planning pertaining to protection of assets from Nursing Homes and ensure eligibility for Medicaid if needed. 

Asset Protection Planning – Protection of assets from the Government, Taxes, Lawsuits, and Nursing Homes, divorce, bad business ventures and predators.


Business Succession Planning – Protection of business interests and ensure effective plan in place to continue business if unanticipated incapacity or death of principal. Help business owners explore tax efficient options to sell their business and minimize taxes or transfer it to next generation and to preserve their financial security.


Advanced Tax Planning – Handling concerns around potentially large income or estate taxes. State of the art strategies that permit individuals to minimize taxes but maintains control and financial security. We help identify family strengths and goals for 1, 2, 3 or more generations while protecting a lifetime of assets for future generations.


Divorce – There is now a way to transfer funds from your retirement account to an IRA owned by a spouse for cash immediately that follows federal guidelines and avoids penalties. 401(k) plans, Pension Plans, Profit Sharing Plans, State Municipal Plans, State deferred compensation plans.

Have questions about estate planning?  Fill out the contact us form below or give us a call.

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