Estate Planning

So many of us put our estate plans at the bottom of their to-do lists – something we’ll get to “one day.” I often get told “But I don’t have an estate.” However, an estate is simply what you own at the time of your death. If you care about who will receive your assets when you pass, you need an estate plan, no matter the size of your estate.

Our goal is to simplify this process and make the Estate Planning process as easy as possible while giving you professional, well-informed legal advice. Our goal and yours is making sure your assets are passed on to your loved ones as you wish. This includes minimizing or eliminating any possible estate taxes. A good estate plan includes a well written will, but also includes many other considerations and possible documents and my job is to make sure all of those considerations have been thoroughly examined and taken care of.

Your concerns may include protecting assets and providing support for your (minor) children, providing a guardian for minor children, providing for your spouse or even how to provide for your spouse and your children from a previous marriage with as little conflict as possible. Some people are very concerned with avoiding probate, protecting assets from the “second” spouse and possibly reducing or eliminating estate tax liability now or in the future. We can help you address and take care of all of these concerns in as simple a manner as possible.

Testimonials

My husband and I had our first official will and Estate Planning done by Deni Pifer a few years ago. Deni made the process very easy and comfortable for us. It was a very professional yet relaxing atmosphere. She started by asking some questions, listening to what we thought we wanted and was able to guide us through the process. Deni gave us the pros and cons on various ways we could provide for our family. We were able to then decide which format was most suitable. We have recommended her to some of our friends and have no reservations about doing so.

Liza & Jim Z.