Large Estates

Due to the two year "tax patch" enacted in December 2010 some of the uncertainty has been eliminated. And, there are new opportunites to transfer larger amounts of wealth before death.  Fortunately, there are means to prepare for an ever changing landscape and this office can help. 

Small Estates

People who want to choose a guardian for children, make specific bequests to individuals or organizations, or simply want their assets distributed differently than the state permits still need estate planning.  While estate taxes may not be a big concern in the smaller estate, Medicaid planning may be.  Even in the case of a small estate it still pays to be well advised!