Estate PlanningProtect what you have worked so hard to build
Numerous studies show that 50% of Americans do not have an estate plan, will or medical directive. Make sure that you have taken the necessary steps to protect your assets and your family.
The Importance Of An Estate Plan
An estate plan can act as a safety net that helps preserve the value of your assets, minimizes wait times for disbursement, and helps ensure the legacy you envisioned is carried out for your loved ones.
Our Service Includes
A Will is meant for individuals to designate beneficiaries and administers, which allows you to avoid default laws termed Intestacy. We will draft your Will to include your personal assets, which will then flow into the Trust in the case of your death. The Trust will also specify where your dependent children will go if you were to pass away. These decisions are far too important to hand over to the courts system.
A living will is an important health directive. The document identifies to the world your desires in case of a life or death situation where artificial life support is needed. Without a Living Will your friends and relatives may fight amongst themselves as to whether or not to terminate your life support. A living will becomes effective only when you cannot communicate your desires on your own.
A Living or Inter Vivos Trust is an instrument which allows individuals to avoid the cost and expense of probate and considered living documents that can be altered during your life time. Once you die, however, the trust becomes “irrevocable” requiring your successor trustees and beneficiaries to follow your desires. Trusts are also private documents, meaning you do not need the court or attorneys to administer.
Power Of Attorney
As we age, a good portion of our country is diagnosed with illnesses which may eventually rob them of their capacity to care for themselves. Because the Trust only comes into play when a person dies, individuals may need a temporary guardian who can access their medical and financial records for the duration of their lives. The Power of Attorney will assist individuals in filing taxes, access medical records, sell jointly owned property, and obtain government assistance.
Business Taxes Prepared
Business Credit created
rating with google
We are very happy with everything so far. We have worked with three departments establishing our LLC, setting up our taxes, and our trust/will. The turn around time for each has been very fast and everyone that we’ve worked with has been knowledgeable and friendly. We are getting everything set up for our future in one place and that means a lot to us as we are saving time and money by combining everything”
Katrina S. – Estate Planning Client
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