Planning for disposition of your assets on your passing is very important for a number of reasons. One is to be assured that your assets go to the person or entity that you want them to go to and another is to effect that transfer without significant erosion of your assets by inheritance or estate taxes or costs of administration. Depending on the size of the estate and the marital status of the individual it is currently possible in some states to totally avoid the probate process on the death of the first spouse. While our State and Federal laws are always subject to change we endeavor to keep up with those changes and with the latest techniques for use of Wills and Trusts as Estate Planning tools to achieve the results that our clients want.
Contact John Mayne or James Daane to schedule a free one-half hour consultation.