Trusts & Estates

Proper planning is pivotal to ensuring the orderly transfer of assets, including farm and business assets, to the next generation.  These transfers can occur before and after your death.  The underlying goal of all estate plans is to transfer assets to the people you desire, in the way you desire, and at the lowest possible cost in terms of administration expenses, court costs, attorney’s fees and taxes.

Creating a trust during your lifetime allows you to determine the provisions that will control the transfer of your assets.  If properly structured and funded, a trust plan may avoid the need for a probate proceeding entirely.

Quality estate planning requires expert legal advice regarding tax law, business succession, contingency planning and real estate law.  Planning now will help give you peace of mind and help alleviate the stress on your heirs at the time of your death.