Practical, Proactive and Comprehensive Estate Planning
Estate planning is much more than minimizing estate taxes. Our mission at Oak Street Group is to provide you and your family with practical, proactive and comprehensive estate planning.
Practical estate planning means clients understand how their plan meets their goals and objectives, how their plan will operate and what steps need to be taken to implement their plan.
Services
- Estate and Personal Planning
- Wills and Trusts
- Powers of Attorney
- Health Care Directives
- Education Plans
- Nonjudicial Binding Agreements
- Business and Estate Succession Planning
- Business and Family Entity Structuring & Formation
- Asset Protection Planning
- Federal and State Estate Tax Minimization
- Charitable Planning
- Prenuptial, Marital and Cohabitation Planning
- Probate and Trust Administration
- Fiduciary Representation