ADVANCED ESTATE PLANNING

For individuals and couples with larger estates, there are numerous tools available to minimize probate fees and taxes.  These include:

• Life Insurance Trusts

• Charitable Trusts

• Trusts for Minors

• Irrevocable Trusts

• Lifetime Gifts

• Disclaimers

• Business Arrangements

• Co-Ownership Agreements

• NEW - Pet Trusts! (click for more information)