Estate Planning

Wills, Trusts and Estate Planning

Estate Planning is designed to protect your interests and your loved ones in the event of a death or an incapacitating condition. For clients who own significant assets, including real estate properties and business holdings, estate planning can be extremely complex. There may be many issues to address, and it is important to speak with an experienced attorney to ensure that your objectives are met.

  • How can I ensure my assets will be distributed to my loved ones according to my wishes?
  • If I become incapacitated, how can I ensure I receive the care I need?
  • Will I have to use my entire life savings to pay for long-term care?
  • How can I protect my business against lawsuits and other threats?
  • What is the best way to transition out of my business when the time comes?
  • What is involved in administering an estate or trust?

Our attorneys have extensive experience and come from strong financial and tax backgrounds. In addition to our estate planning services, we can provide sound solutions for asset protection, tax issues and preserving your assets for your loved ones and legacy. 

The estate planning you build today can perform several services for your loved ones’ tomorrow — wealth preservation, minimizing of estate taxes and avoidance of probate legal battles, to name just a few.

Estate planning is not just for the middle-aged or senior citizens. Far from it. The methods we recommend can benefit young families with children as well as unmarried couples whose rights are not recognized by the state without the proper legal documents.

The tools we can put to work on your behalf include:

Wills

Living Trusts

Insurance Trusts

Charitable Trusts

Powers of Attorney

Living Wills

Succession Planning

Business Entity Planning

Specialized Estate Documents

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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