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Make decisions about
who will inherit your property
with a Will or Trust.
Create a Living Trust if you have a complex family situation such
as: |
- Second marriage with children
- Same-sex couple
- Family member will be disinherited
- Real estate owned in more
than one state
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Maintain
independence with Durable Powers of Attorney,
Health Care Proxy and Living Will.
Provide security with Special Needs Trusts for disabled loved ones,
including persons with autism, retardation, mental health and chronic
illnesses including multiple sclerosis and traumatic brain injury.
Implement advanced strategies for minimizing or avoiding
estate tax including: |
- Life Insurance Trusts
- Child or Grandchild Trusts
- Bypass or "applicable
exclusion" trusts for married couples
- Family Limited Partnerships
(FLP's), Retirement Trusts, Charitable Trusts, Grantor Retained
Annuity Trusts and Qualified Personal Residence Trusts
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