Trusts & Estates
The repeal of the estate tax will have multiple implications if it is not renewed this year. Are your trusts, will and estate plans up to date? Are the beneficiaries that you chose ten years ago still the same ones you want to end up with your estate? Is there any rational method for insuring that your wishes have been translated into the correct documentation? You should review your estate plan every two years to insure that what you have decided to comports with federal and state law, and that tax advantages and planning methods insure the bulk of your estate goes to your loved ones. Let us help you set up:
- You and/or your spouses wills
- Living Trusts
- Irrevocable Trusts
- Estate Plans
- Second Home Trusts
- Medicaid Protection
- Estate Tax Planning
