Estate Planning

Estate planning includes the purposeful planning for the transfer of your assets at death.  It can also include planning for the ongoing care of spouses, children and handicapped individuals after you have passed on.  Equally important, estate planning includes planning for your own short or long term disability.  Estate planning can be uses to minimize your tax burden and minimize the burden of the probate process and costs.  Every client's estate plan must be tailored to his or her individual goals and circumstances, and requires careful analysis by skilled professionals who will review their assets, concerns and ultimate wishes to develop a cohesive and appropriate plan.

As a client, detailed information regarding your assets and estate planning goals will be discussed with you to develop a plan that suits your needs.  An estate plan will likely include any or all of the following:  Revocable Trust, Will, Durable Power of Attorney for Finances, Durable Power of Attorney for Health Care, Nomination of Guardian and Funeral Directives.  A more complex plan may include these documents plus an Irrevocable trust, trust funding measures like Deeds or Assignments to your trust, special needs planning and/or tax planning.  An appropriate estate plan is them crafted, refined and executed.  We can also assist with updates and revisions as relevant laws and your personal situation changes in order to keep your estate plan current and reflective of your ongoing goals.