| ESTATE PLANNING AND TAX PLANNING |
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Make decisions about who will inherit your property with a Will or Trust.
Create a Living Trust if you have a complex family situation such as: |
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- Second marriage with children
- Family member will be disinherited
- Same-sex couple
- Real estate owned in more than one state
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Maintain independence with Durable Powers of Attorney, Health Care Proxy and Living Will.
Provide security with Special Needs Trusts for disabled loved ones, including persons with autism, retardation, mental health and chronic illnesses including multiple sclerosis and traumatic brain injury.
Implement advanced strategies for minimizing or avoiding estate tax including:
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- Life Insurance Trusts
- Bypass or "applicable exclusion" trusts for married couples
- Child or Grandchild Trusts
- Family Limited Partnerships (FLP's), Retirement Trusts, Charitable Trusts,
Grantor Retained Annuity Trusts and Qualified Personal Residence Trusts
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