Estate Planning:

Last Will and Testament

Revocable and Irrevocable Trust

Durable Power of Attorney

Designation of Health Care Surrogate

Living Will

Pre- Need Guardian

Real Estate Deeds

Transfer on Death Designation

Entity Creation

Estate Administration:

Summary Administration

Formal Administration

Admission of Foreign Will

Ancillary Administration

Estate Planning Matters!

Estate Planning is crucial when it comes to safeguarding your assets and guaranteeing your loved ones are protected. Why?

* It ensures your assets are distributed according to your stated desires;

* It can prevent estate taxes and other administration expenses;

* It deters conflicts within the family;

* It appoints someone you trust to make decisions on your behalf, whether for yourself or your minor child.

Don't leave your estate to chance. Let’s get your legacy done right.

Did You Know?

The Federal Estate Tax Exemption amount was recently increased to $15 million per individual. Additionally, couples may now leave a total of $30 million without paying any federal estate or gift tax.

The annual gift tax exclusion allows a taxpayer to gift a certain amount annually without incurring any Federal Gift Tax. In 2026 the annual gift tax exclusion has increased to $19,000 per individual and $38,000 for married couples who make a joint gift per recipient.