Estate planning is for everyone who is concerned about providing responsibly for their own well being and for the well being of those they love.
Whether it is for estate planning, tax planning, or family business succession planning, the formation of an entity for your business is often the right choice.
Family Business Succession Planning
Planning for how you will exit from your business should be an integral part of your estate planning and retirement planning.
Asset protection planning is the process of analyzing ownership of assets and re-arranging ownership of those assets as needed to ensure maximum protection.
Farm and ranch Succession Planning
More than any other business, the farm or ranch relies heavily on succession from one generation to the next.
We give for emotional reasons and we give for tax reasons. Whatever may be the driving force, we can recommend the right vehicle for your planned giving.
Special Needs Planning
Planning for a person with special needs involves planning so that the special needs individual does not become ineligible for essential government benefits.
Trust Administration and Probate
Whether you have a Will, a Trust, or nothing at all, there will come a time when your affairs must be administered. We can help guide your family through this process.
Trust Funding and Maintenance
After signing all of the estate plan documents, the next step is to “fund” the trust. This means transferring ownership of assets into the name of the trust