I want to get my estate in order and create a consistent and comprehensive estate plan.

I want to preserve the privacy of my estate from business competitors, creditors, dishonest persons or curiosity seekers.

I want to reduce estate and death taxes to the lowest possible level.

I want to avoid probate and minimize settlement expenses.   

I want to plan for disability of myself or my spouse and avoid the expense, publicity, and loss of control of court conservatorship proceedings if I am disabled.

I want to protect my children’s inheritance in the event my surviving spouse chooses to remarry after my death.

I want to protect my children from the possibility of failed marriages by designing a plan whereby my children can control the property I leave to them, if they wish.   

I want my estate plan to protect the assets of my children or grandchildren, so that my family can avoid estate taxes and lawsuits for generations.

I want to avoid unnecessary placement in a nursing home by providing instructions for in-home health care.

I want to plan for my grandchildren.

I want to plan the transfer and survival of the family business.

I plan for one or more pets.

I want to disinherit one or more children or other family members.

I want to save 100% of the estate tax on my life insurance so that all life insurance passes to my heirs estate tax free.

I want to create a special trust for charity to which I can transfer some of my assts that will give me a lifetime income.

I want to control which of my family or loved ones will make decisions for me in the event of my incapacity, including health care decisions, life support decisions.

I want to avoid contests and disputes upon
my death.

I want to plan for special needs, such as medical or learning disabilities.

I want my estate plan to be valid in every state, and allow me to decide which state will apply if I later decide to move.