Estate Planning

Get Peace of Mind with Affordable Estate Planning services

Avoid needless family disputes, and thousands of dollars in avoidable inheritance taxes and probate expenses. Preserve wealth and avoid taxes at the same time you will keep the emotional stability of your family members.

An estate is the total property both real and personal, owned by an individual prior to distribution through a trust or will. Real property is real estate including house lots, unimproved land, timeshares, rental property as well as personal property, including everything else from cars, household items, and bank accounts.

Estate planning is the process by which an individual or family appoints a personal representative who will properly handle the transfer of assets in anticipation of death or incapacity. The purpose of an estate plan is to preserve the maximum amount of wealth possible for the intended beneficiaries and minimize the tax consequence and provide peace of mind.

Terri Green offers a comprehensive approach to getting your affairs in order. She will draft vital legal documents, considering tax planning, Medicaid planning, veterans benefits, business planning and asset protection strategies.

Let Terri help you now! Contact us for an initial consultation.