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PLANNING AHEAD - A GIFT TO YOUR FAMILY
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One of the finest gifts you can leave your family is a thoughtful advance plan
to preserve your wealth and keep the cost of your disability or death to the
very minimum. We can help you do this.
If you already have a will or a trust in place, ask yourself: "Has there been a
marriage, a divorce, a death or the birth of a child, a significant change in
the value of my family's estate, or the likelihood of a prolonged illness?" If
so, you should visit with an experienced attorney to revise or update your
plans.
We can show you how to preserve your family wealth and gain peace of mind.
Estate Planning devices we commonly prepare:
- Last Will & Testament
- Living Trusts
- Powers of Attorney
- Advance Directives for Health Care
- Help with beneficiary designations and joint tenancy
- Family Limited Liability Companies (FLLC) for securities
investments and for real estate investments
(We gladly make home visits for the home-bound.)
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