Estate & Legacy Planning Services
Comprehensive estate and legacy planning can help you feel more confident about the future and that your loved ones will be taken care of.
An estate and legacy plan helps you achieve a variety of goals and objectives, including:
- Providing support and financial stability for your spouse.
- Preserving assets for future generations.
- Supporting a favorite charity or other worthy cause.
- Ensuring all of your assets, including those that pass by beneficiary designation (e.g., retirement accounts and life insurance policies), will be distributed according to your wishes.
- Minimizing taxes and expenses.
- Ensuring that individuals you choose can make decisions on your behalf in the event of your incapacity.
At the Law Office of Carl Miller, we help you prepare for difficult family situations in advance by preparing a will, a trust or other planning tools to secure your property. This helps save money for your estate and provide for your heirs after your passing.