- Revocable and Irrevocable Trust Planning
- Marital Property Agreements
- Family Partnerships
Preparing your estate plan is can be confusing, complicated, and emotional – but it is necessary. A failure to adequately plan your estate can result in unnecessary taxes and possible litigation amongst your heirs. Identifying your goals, setting your priorities, and then designing a plan for achieving those goals is the challenge. Our Trusts & Estates team is experienced and dedicated to assisting you through this very personal process. Regardless of the size or complexity of your estate and family dynamic, we will work with you and your other professional advisors to create a plan specific to your needs.