Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker and broker. Our services provide all of these in one practice to simplify, expedite and insure your estate plan is customized to fit your needs.

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FAQs MENU

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What should I do if I want to use your services?
What do I have to do after I create a living trust?
My spouse is not a US citizen; are there any special problems?
We are not married; can we still have a joint trust?
What type of living trust do we need?
Will a Revocable Living Trust protect my assets should I have to go into a nursing home?
Will a Living Trust save on Estate Taxes?
Isn’t a Living Trust only for the rich?
Is a Living Trust valid in all states?
How will I know whether I need a “Will” or a “Living Trust”?
What’s the difference between having a “Will” and a “Living Trust”?
What should I consider before I begin?
What happens if I don’t have a plan?
Why do I need an estate plan?