ESTATE PLANNING
Guidance for your Estate
PLAN | PRESERVE | TRANSITION
Your family and business life may be complicated, but your estate plan doesn’t have to be. At TrustPoint Legal, our team focuses on simplifying the complex world of estate planning into an easy-to-understand process that accomplishes your goals for the transition of your assets to future generations. We recognize that a one-size-fits-all approach doesn’t work for your unique family and business needs, so we custom-tailor our approach to you.
Our Estate Planning Services Include:
Living trusts
Wills
Irrevocable trusts and other estate and income tax minimization strategies
Powers of attorney
Premarital agreements
Marital property agreements
Business succession planning
Asset protection
Review of existing estate plans
Counseling families on the effective transition of wealth
Coordination with accountants and financial advisors for 360-degree coverage of your financial future.
Effective Estate Planning
An effective estate plan will ensure that your assets pass to your family in accordance with your wishes and can also minimize or eliminate the need for probate and guardianship proceedings. Additionally, an effective estate plan will ensure that your business continues to thrive after you’re gone, continuing the legacy you worked so hard to build.
“Failure to plan is planning to fail.”
— Benjamin Franklin
