Wills, Trusts & Estates

Our Trusts and Estates Department will assist you in planning for your future and for how you wish your assets to be distributed upon your death. We will demonstrate how your will is a method for you to address the changing circumstances of your life, and how it should be reviewed periodically as your life circumstances change. Young families are usually most interested in providing for the surviving spouse and young children. As the children grow into adults and complete their education, the husband and wife may wish to utilize more complex financial planning tools to protect their assets from potential estate taxes. Individuals may wish to provide special provisions for non-family members, exclude certain family members, or leave a significant portion of their estate to a specific charity. We will be able to tailor an estate plan to deal with whatever unique circumstances and concerns you may have.