A suite of services for the
Individual, Small Business, or Government Agency.


estate planning

Estate Planning

Who will inherit your assets when you die? What kind of medical treatments will you want to receive - or avoid - if you become critically ill?

Thinking about these questions - before illness or death strike - is what estate planning is all about.

Planning your estate means:

*Talking to family members now to decide how to handle your financial and medical affairs if you become incapable of making your own decisions.

*Working with a Grant and Smith, LLP estate planning consultant to develop an estate plan and all the appropriate documents such as a will, living trust, powers of attorney and health care proxy.

*Exploring sophisticated techniques like charitable remainder trusts, private annuity trusts, private foundations, family limited partnerships and irrevocable life insurance trusts to minimize the depletion of your estate due to estate taxes