Customized and Client Centered Estate Planning, Wealth Preservation Strategies and Estate Administration

Kristin Dittus, JD, LLM – Attorney

Life & Legacy Planning helps clients with all aspects of estate planning, including the protection and transfer of wealth, business succession plans, and related income and estate tax planning.

We help clients consider their options and plan for the big questions facing them at each stage of life. While young families and individuals may be most concerned with naming guardians for their minor children, mature clients may seek to have their wishes clearly stated regarding their care and the management of their assets.  We also help clients with larger and more complex estates who need to mitigate estate tax, individuals with disability and special needs planning, designing pre- and post-marital agreements, as well as spouses and partners navigating the unique circumstances of a blended family. We will advise you on the best plan for you based on your desire for asset protection, requirement to reduce your taxable estate, ease of administration or management, and desired flexibly in your plan.

Life & Legacy Planning creates comprehensive estate plans customized to address the particular needs of each client. Please contact us to create, review or update an existing plan to ensure your wishes are carried out in the event of a crisis and that your plan includes modern tax and asset protection considerations.

As experienced attorneys who specializes in this area, the best value to our clients is often achieved by finding the most economical legal solution to match your goals. While it may be possible to obtain an estate plan for less money, it would be hard to find equally comprehensive service and expertise for the same price. Contact us today to schedule a consultation!