Preserve Wealth, Minimize Taxes, Protect Your Legacy.
Minimize estate taxes and maximize the value of your legacy for future generations.
Our Tax-Efficient Estate Planning service helps you strategically structure your assets to reduce estate, gift, and income tax burdens. We guide you in maximizing the value passed to your heirs while ensuring your legacy is protected and your wishes are carried out with clarity and confidence.
FAQ
At what age do I consider an Advance Directive?
Every adult (young and old) should have an Advance Directive. Younger adults actually have more at stake, because if stricken by serious disease or accident, medical technology may keep them alive for decades. Young adults should at least have a proxy decision-maker.
What is the difference between a Living Will and Durable Power of Attorney for Health Care?
Both fall under the umbrella of Health Care Advance Directives. A living will instructs health care providers to withhold or withdraw medical treatment under certain circumstances. In most states, this only applies in the case of a terminal illness or near-death situation in which the patient will die shortly without medical intervention. Living will do not allow for a surrogate to make decisions for you. Durable Power of Attorney for Health Care (or Health Care Proxy) is a document in which you appoint someone else to make all medical treatment decisions for you if you can’t make them for yourself. The person you name is called your agent, proxy, representative or surrogate. You can also include instructions for decision-making.