ESTATE PLANNING

​

​

Estate planning is less about one's death, and more about the disposition of one's wealth during life and after death. Many people make the unfortunate decision to procrastinate when it comes to estate planning. We do estate planning for you and those you love whose well-being you want to ensure beyond your lifetime. We will help you to establish an estate plan that recognizes your values and wishes.

​

Estate planning is a comprehensive process undertaken to ensure that the loved ones are well-taken care for after the death of the individual and the assets are transferred to the intended beneficiaries according to the deceased wishes AND income taxes are minimized without compromising the deceased intentions

​

Estate planning involves: Will planning, establishing trusts, determining assets to be transferred to the estate, beneficiary designations, probate planning and tax planning. The entire planning is centered around the wishes of the testator (or testatrix)