Preserve and Maximize Assets

  • By minimizing taxes during your life
  • Minimize or eliminate estate taxes upon your death
  • Minimize or eliminate capital gains your beneficiaries may have to pay on their inheritance
  • Reduce estate administration costs through probate avoidance
  • Avoid or limit medical claims on your assets should you require long term care
  • Ensure a special-needs beneficiary assets are protected from government seizure while retaining eligibility for needed services
  • Ensure assets are passed to your descendants and not given away to outsiders, such as spouses, creditors or the government
  • Qualify for Medicaid while protecting assets to the extent allowed under the law.

Protect Yourself and Your Spouse

  • From professional liability claims or other creditor claims
  • From guardianship or conservator proceedings if you or your spouse become incapacitated
  • From probate delays, publicity and stress upon the survivors
  • From hospital policies that may be against your wishes
  • From healthcare decisions made by people that may not have your best interest at heart

Protect Your Children or Other Beneficiaries

  • From creditor or predators who can discover inheritance amounts in probate
  • From claims of divorced spouses
  • From professional malpractice claims for professional beneficiaries
  • From other tort creditors’ claims
  • From stress and delay of probate proceedings
  • From financial immaturity
  • From litigation claims from disinherited heirs

Leave a Lasting Legacy

  • Benefit a charitable organization
  • Support a common family goal
  • Ensure needs of survivors will be met
  • Leave a legacy for future generations by utilizing dynastic and charitable trusts, private foundations and donor advised funds

If you would like a free consultation to discuss the design and implementation of an estate plan for you and your family please contact us today.