Wills & Trusts
Estate planning can help you transfer wealth to beneficiaries while minimizing costs and taxes. Last wills and testaments, living trusts, powers of attorney, gifting programs — these and other documents can assist you in providing for your spouse or partner, children and relatives, pets, favorite charities, and any other individuals or organizations you so choose.
The effects of dying without a will vary widely depending on how much property you owned, the value of the property, where your property is located, agreements that you have executed with beneficiary designations, and who from your family survives you. Dying without a will is expensive and often leads to costly estate administration, payment of unnecessary taxes, and/or unintended court-supervised guardianships of minor children.