Estate Planning

Estate planning involves a variety of considerations, including what type of assets you hold - such as personal property, real property, or cryptocurrency - and what tools you would like to use, such as wills or trusts. Knowledgeable estate planning attorneys who understand the full spectrum of possibilities are essential to creating an estate plan that best serves your interests.

Our knowledgeable estate planning attorneys at White and Bright, LLP have extensive experience assisting clients with all aspects of creating an individualized estate plan. Our primary goals are to promote family harmony, avoid probate, and minimize estate taxes. You can count on us to achieve your goals for wealth preservation, privacy of your financial matters, and orderly management of your estate.

In addition to helping our clients prepare a Last Will and Testament, we utilize revocable living trusts and other types of trusts to avoid probate, minimize taxes, and facilitate effective administration of the estate. A complete estate plan also includes other essential documents, such as an advance health care directive and durable power of attorney for finances. We also ensure that all of your financial accounts, including life insurance policies and retirement accounts, have properly designated beneficiaries to achieve consistency with your overall estate plan.

Because our estate planning attorneys work closely with our corporate attorneys, we are able to include your business interests in a fully comprehensive estate plan. We also provide advice and strategies on how to prepare for worst case scenarios, such as when the validity of an estate planning document is challenged. Our estate planning attorneys draw on their related experience in trust and estate litigation to ensure that your estate plan is airtight and well-tailored to suit your needs.

We welcome you to contact us to schedule a consultation and learn more about our estate planning services.