Estate Planning

When it comes to estate planning, it is vital to take the time to meet with an experienced and competent estate planning attorney to make sure your family and assets are protected and provided for in the event of your death. The attorneys at our Firm will walk you through the different aspects of your estate including discussions and services relating to the following:

1. Last Testaments and Wills

2. Durable Powers of Attorney for Financial Decisions

3. Powers of Attorney for Health Care

4. Asset protection trusts

5. Special needs trusts

6. Dynasty trusts

7. Family or living trusts

8. Health directives

A quality estate planning attorney will properly plan and diagram strategic options to help avoid or reduce a substantial estate tax assessment in the event of your death. The products listed above are part of a comprehensive estate plan that will provide for your needs if you become incapacitated or are unable to care for yourself.

What can you do to make your estate planning a little bit easier?

Inventory your insurance, investments, assets, and all items of value within your current estate. What type of investments do you have? Do you have retirement savings you would like to pass on? What about insurance policies, business interests, and real estate investments? Are there certain assets you own that you would like to pass onto your loved ones after your death? Is there a person who you want to handle all of your affairs after you pass away? By taking time to list everything and have all your wishes written down, you will make the entire process of planning your estate much easier on yourself and your loved ones.

How much does this process cost if I have not started and do not have a will?

The basics begin with a will and powers of attorney. Passing on without any documentation of your desires regarding your estate leaves your loved ones and estate in disarray. Our Firm’s services are extremely competitive and will work within your budget to provide the best protection available to you.