Estate Planning and Trusts
Safeguarding your wealth and protecting your family.
Custom Estate Planning Strategies for Your Unique Needs
All families are unique and have different dynamics. That’s why an estate plan needs to be tailored to each specific client. By learning about your specific goals and family situation, the attorneys at the Will & Trust Center will work with you to identify the right combination of documents to properly protect your assets and help ensure those assets will be available following your death to support your loved ones and the causes most important to you.
Supporting Your Estate Planning Goals
Protect Assets
Manage Division of Assets
Minimize Estate Taxes
Plan for Wealth Transfer
Create a Legacy Plan
Maintain Privacy
Key Estate Planning Elements
At Will and Trust Center, we offer a comprehensive suite of estate planning services. Your customized plan may consist of some or all of the below, depending on your situation:
Wills & Living Wills
Revocable Living Trusts
Irrevocable Trusts
Charitable Trusts
Family Foundations
Special Needs Trusts
Durable Powers of Attorney
Healthcare Powers of Attorney
Planning for a Tax-Efficient Transfer of Wealth to Heirs
Determining how to best transfer your wealth to the next generations of your family involves more than simply gifting money or assets; it also includes creating a plan for the smooth transition of financial assets, family businesses and real estate holdings. Wealth transfer is typically structured through a combination of trusts, gifting strategies and family partnerships designed to minimize tax implications while helping ensure the continuity of family assets.
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