Estate planning is the process by which the client disposes of his or her assets to maximize the client’s goals. Estate planning may include transfers made during life by trust and at death by a Will. A Will is a legal document expressing the client’s disposition of assets at death. A trust is a legal instrument whereby ownership and management of property is held by a trustee for the benefit of the trust’s beneficiary.
Woolf McClane offers a full range of sophisticated tax planning, estate planning, gift planning and trust planning. These planning techniques include the creation of family owned entities, revocable and irrevocable trust, living trusts, asset protection trusts, and insurance trusts.