Wills and Trusts

Estate Planning is very important and every needs an estate plan.  Estate planning is building an estate during a lifetime, and then making sure that those assets are protected in an estate that can be passed to the next generation.


Estate Planning tries to encourage a wealth-building approach for everyone.  This process looks at the income tax, fiduciary tax, estate tax, and gift tax to minimize the overall tax burden of the total family unit.  Anyone with income, property, and investments must be concerned with estate planning.