Estate Planning

What will your legacy be? Often times, we feel that our families and certain charitable organizations should be beneficiaries after a lifetime of work… but don’t forget our government, they want their piece too! Our professionals are here to work with your existing trusted advisors which include your Attorney and CPA and help you with your estate plan and navigate current tax law. Additional estate planning topics include:

  • Medical Power of Attorney: Under HIPAA law, you must provide consent for doctors to release information about you
  • Durable Power of Attorney: Regulate the assets of an incapacitated individual without prior approval from the court.