You want to do the right thing: Make sure your family is provided for should the worst happen. You need a tax planner to assist you with the proper way to protect your family after you're gone.
You may feel you don't have enough property to require a will or a trust. Your estate can consist of retirement plans, bank accounts, any business interests, real and personal property. Your family needs access to these items when you're gone. If you don't provide a will your assets may not be distributed as you intended and your estate may be tied up in the courts.
We can prepare estate plans and wills, business agreements and tax opinion letters advising you of the ramifications of investments.
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Tax Law Center