Estate Planning

Keep Your Wealth In Your Family

When talk turns to taxes, most people think of income taxes. Yet for many people,estate taxes may be the largest single tax expense they’ll ever face. With estate tax rates currently ranging from 37% to 55%, and in some cases, a marginal rate of 60%, your estate could be worth less than half of what you think. To put it another way,without proper planning, you could lose more than half of what you’ve spent a lifetime building to estate taxes.

We can help you prepare a blueprint for your estate plan. We will show you various alternatives for passing on your estate. We will point out strategies for reducing taxes and administrative costs.

Let us help you create the following:

Revocable (Living) Trusts.

Irrevocable Life Insurance Trusts.

Wills.

Powers of Attorney.

Advanced Health Care Directives.