- Estate PlanningOur definition of Estate Planning: I want to control my property while alive and well; plan for me and my loved ones if I become mentally disabled; and when I’m gone, I want to give what I have to whom I want, when I want, and the way that I want. And if I can, I want to save taxes, fees and costs, all at the lowest predictable overall cost to me and those I love.
- Wills
- Tax LawLegal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.