What is estate planning?

Good estate planning is more than just preparing a will.  Your estate planning involves the transfer of your “wealth” both after you die as well as during your lifetime in order to carry out your individual goals most effectively.  The three primary objectives of a good estate plan are:

• Transfer of assets
• Protection of assets
• Minimization of taxes

How can Anne M. McKinney, P. C. help me with my estate plan?

Anne M. McKinney, P. C. was formed with the goal to provide quality legal services to our clients along with attentive, personal service.   Your relationship with us is a confidential relationship built upon trust and integrity:

• We counsel you on methods to preserve your wealth by minimizing death taxes while maintaining control to the fullest extent possible
• We evaluate your particular needs in order to address the most efficient manner to achieve wealth preservation and distribution
• We customize and tailor your estate plan to achieve your personal goals

Estate Planning continued >>