Wills, Trusts, and Estate Planning

Many people delay proper estate planning because they do not like thinking about death. Estate Planning is generally considered the process by which people develop a plan that ensures that the assets they have worked so hard accumulating during their lifetime are protected and distributed to those they love. Depending upon the size and composition of your estate, the Internal Revenue Service (IRS) may take a large portion of your assets. Fortunately, it's not too late to write the IRS out of your will. We can help you implement a variety of advanced tax strategies to keep your assets out of the hands of the IRS. Our expertise extends to:

• Wills and Testamentary Trusts
• Powers of Attorney
• Living Wills
• Guardianships
• Revocable Trusts
• Life Insurance Trusts
• Family Limited Partnerships
• Educational Trusts
• Bypass Trusts
• Charitable Remainder Trusts
• Generation-Skipping Trusts
• Business Succession and Insurance Planning

At Slater & Zurz, we assist clients by determining their specific estate planning needs and coordinating the various estate planning tools to ensure that those needs are effectively met. Through this process, a client's mind is eased knowing that they have adequately planned for the future.