While no one wants to think about making a plan for after you’re gone, a well prepared estate will help ensure your wishes are carried out and your loved ones are taken care of. When a person passes, all of their possessions – real estate, money, stocks, personal belongings, etc. – become a part of their estate. Estate administration is the process of collecting and managing the estate, paying any taxes or debts, and distributing the property to the heirs of an estate. Heirs are determined by a will, but in the case where there is no will, distribution are made based on state laws. Consulting with our estate planning advisor will help make the process easier for you and your loved ones. Our estate planning advisor can help with a variety of issues, including:

• Preparing a Will
• Establishing a Trust
• Power of Attorney / Health Care Directive
• Probate
• Estate Administration
• Charitable Giving
• Asset Protection