There are many reasons to establish a sound estate plan with a living trust or will.  Some of the reasons are emotional and some financial.  A sound estate plan can give you peace of mind in knowing:

• You have protected your family;
• Protected your assets from creditors;
• Avoided probate cost;
• Kept your estate private;
• Reduced your taxes;
• You have ensured your pets will be properly cared for; and,
• Make sure your dreams will live on.

In most cases a living trust is the cornerstone of a families estate plan.  In addition to the living trust my estate plans also include the following:

• Certificate of Living Trust;
• Pour-Over Will;
• Real Property Deed to Transfer Real Property;
• Assistance with Funding the Trust;
• Advanced Health Care Directive;
• Durable Power of Attorney;
• Notary Services; and,
• Any Other Documents Required Based on Specific Needs of the Plan.

I personally meet with all clients and handle all aspects of the estate plan.  Years of tax law experience and a LL.M. in Tax, (Master of Laws in Taxation) will give you the piece of mind in knowing your estate plan will accomplish your estate planning goals.  Call my office today for a free confidential estate planning analysis.