Estate Planning

The process of developing a plan for your loved ones in the event of your incapacity or death. One or more of the following may be used to implement your wishes while minimizing expenses and taxes:

Wills
Revocable Living Trusts
Irrevocable Trusts
Special Needs Trusts
Life Insurance Trusts
Charitable Remainder Trusts
Powers of Attorney
Advance Health Care Directives
Estate Planning for Retirement Accounts