- Citizenship and Naturalization
- Estate PlanningEstate planning (n): the arranging for the disposition and management of one's estate at death through the use of wills, trusts, insurance policies, and other devices -
- Wills
- TrustsA living trust is usually the best estate plan for married couples. A trust allows the children to avoid the costs and delays of the probate system. Equally as important, a trust allows parents to say when the children receive their inheritance. It is almost always a bad idea to have an 18-year-old inherit money. A trust allows parents to set up an age distribution for children. For example, you can say; “Kids, if we die young you can only receive your inheritance in thirds, say at ages 21, 25, and 30.” Until those ages are met, parents assign a trustee to manage and pay for things like college and medical bills. Finally, I think the most important decision married couples can make is who will raise their young children (i.e. the guardian). The will, which is always prepared with your living trust, allows you to nominate that guardian.
- Power of Attorney
- Probate
- Tax LawRevocable trusts. Irrevocable trusts. Charitable remainder trusts. How do you make sense of it when you are planning your financial legacy for your heirs and future generations? No matter your situation, it's our job to help you select the tax planning options that make sense for your family.