Estate Planning
The purpose of estate planning is to ensure that an individual’s estate is passed on to heirs in a manner that is fair, appropriate to situation, risk averse, and tax efficient. Proper estate planning can avoid financial hardships and painful disputes while providing for those in your family who are neediest.
As your lawyer, I can help to draft and review any testamentary document by itself or as part of a comprehensive plan. I provide advice, guidance and services for the following:
Wills
Living Wills
Asset Protection
Ancillary Documents
Plans for the Care of Minors
Power of Attorney
Deeds of Trusts
Pre/Post Marriage Agreements
When it comes to estate planning, many people tend to think of their assets first. Your estate plan should reflect and implement your core beliefs. The best approach is to place family needs and basic principles above all. To act otherwise is to invite disappointment and dissension.
Although some believe estate planning should occur later in life, people of all ages can benefit from a complete plan. While you are alive, a proper estate plan or living will can help you avoid living probate in case you become incapacitated. Upon your death, an estate plan will allow you to properly direct your assets to your family members and protect them from predators and creditors.
If you have any minor or financially irresponsible adult children, consider creating trusts to address their particular circumstances instead of overwhelming them with an unrestricted inheritance. If you have a loved one with long-term healthcare needs, appropriate provisions should also be made.
The appointments of those granted powers of attorney, representation, executorship, agency, trusteeship, conservatorship, and guardianship are crucial to fulfilling the intents of the estate plan. You need to be thoughtful and decisive in making these appointments because they often involve very tough choices.
Why choose us?
We focus on providing individualized estate planning tools that are designed to meet your goals and objectives at reasonable prices. Since each individual’s circumstance is different, we customize a plan that works for you and your family. We learn about you, your family, your estate and your goals. We will then design an estate plan based around your goals in a timely, cost-efficient manner.