Estate Planning

A carefully written revocable living trust together with a will, advance health care directive, power of attorney, grant and assignment, and a nomination of guardian for minor children will help to avoid court proceedings such as a probate, conservatorship or guardianship upon your death or disability. We can assist you in developing an estate plan that will minimize or eliminate taxation, fees, costs, and other complications. We will also help you transfer your real property to your trust, retitle investment and bank accounts to your trust where appropriate and guide you in the appointment of beneficiaries to your tax deferred retirement accounts and life insurance policies.