We help you plan for the transfer of your assets and the effect transfer of your assets will have upon your beneficiaries.

Representative issues include:

1. Your disability
   1. Durable Power of Attorney
   2. Health Care Power of Attorney
   3. Revocable Living Trust
2. Avoiding Probate
   1. Revocable Living Trust
   2. Transfer on Death Designations
   3. Beneficiary Designations
   4. Joint Ownership
   5. Life Estate
3. Family Issues
   1. Trusts until later ages
   2. Generation skipping trusts
   3. Special Needs trusts
   4. Spendthrift trusts
   5. Grandchildren's education.
   6. Second marriage complications
4. Naming Fiduciaries
   1. Naming trustee, personal representative, agents
   2. Naming Successors
5. Estate Tax Planning
   1. Annual exclusion gifts
   2. Lump sum gifts
   3. QPRT
   4. Gifting Trust
   5. GRAT
   6. Irrevocable Life Insurance Trust
6. Charitable Giving