Estate Planning
Everyone needs an estate plan. An estate plan is the legal process of creating your family’s legacy – ensuring your assets are preserved for your family and are distributed according to your wishes.
Whether you know it or not, you already have an estate plan, one decided by the state, which will dictate who will receive your assets and care for your minor children. By proactively creating an estate plan, you avoid the risk of the courts deciding for you when you are gone. Clear, concise and comprehensive Estate Planning will help you avoid having the courts decide how your assets are distributed.
Everyone who reads your estate plan – family, financial planners, CPA or accountant, insurance agents, etc – will understand exactly how your assets will be distributed when you die or are incapacitated, and what role they might have to play, whether it is an adviser personal representative, trustee, or guardian for minor children.
Here are your options —
1| Do Nothing – What happens?
2| Consult with us and draft an estate plan
This includes a will and could include a trust being put in place. You will name a guardian for your minor children. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs, and may even help reduce the risk of probate. It covers any situation where you become incapacitated or die.
Estate Planning Services
- Drafting new and updating existing wills, trusts, durable powers of attorney, health care proxies, HIPPA release and guardianship forms
- Assistance with funding your trusts
- Tax planning strategies
- Probate avoidance
- Asset protection in divorce situations
- Medicaid asset protection
- Special Needs Trusts
- Insurance Trusts
- Gift Trusts
- Planning for the care of minor children
- Planning for businesses
- Planning for out of state property