Estate Planning

Nothing is Ever Simple Anymore

There was a time when you made up a will to ensure that the fruits of your success in life. Perhaps you invested wisely and you wanted to take care of your loved ones after you were gone. Or maybe you built a successful business and you wanted to ensure that it would continue into the future for the benefit of your family and your employees who were there to help you. Today there are many challenges that can cause headaches for your loved ones and heirs after you have gone. From government regulations, excessive estate taxes, unforeseen legal challenges one person or entity or another seeking to gain where they were not entitled to. Today you cannot just make up a will, you have to prepare for all contingencies. We can help.

Make Wise Choices for Your Future

Planning for your later years of life is something that you don’t want to take lightly. Whether you’re looking for the right approach to your future or need guidance to make sure your affairs are in order, we can do it all for you. Contact us today to schedule a free consultation and see how we can make a difference for your later years.

Explore Your Options

The future is something that is fraught with uncertainty. However, the end of life is a fact of life, and planning ahead now can make a large difference in how your family handles your estate and assets. With help from Stuart R. Shapiro, CPA/PFS, you can be sure your estate is in good hands. From suggestions to final decisions, we can do it all.

See What We Have to Offer

  • Wills
  • Living wills
  • Living trusts
  • Irrevocable trusts
  • Power of attorney
  • Probate avoidance
  • Asset protection
  • Accumulation, preservation and transition of assets

          * Note that all legal services will be provided by third-party organizations.

Estate planning is a necessary part of life. When you have questions, we’re fully capable of leading you in the right direction.  For a free financial planning consultation, contact us today.