Estate Planning

What is Estate Planning?

 

Most people know that they should probably have a Will or maybe a Trust, but a good Estate Plan goes beyond just a Will or a Trust. Estate Planning is fundamentally about planning for the future, not only for death, but also for incapacity. Planning ahead can go a long way to protect you and your family from controversy and unneeded headaches.

What We Can Do to Help.

We specialize in crafting an estate plan for you and your family. We understand that planning for death and disability can be an intimidating task. We work hard with clients to create an estate plan that fits your specific needs whether that’s simple planning options or developing a complex multi-generational estate and tax plan.

At our initial meeting, we will discuss options for transferring your property after you pass away and help you understand if a Will or Trust is best for you. We want to make sure that your assets are transferred as easily and efficiently as possible, considering any possible tax considerations and family dynamics. We are experts at planning for all family stations whether it be planning for a child with special needs, mixed families with remarried couples, ensuring pets are taken care of after your death, or ensuring your spouse or significant other while preserving an inheritance for your own children.

Additionally, we will discuss documents like Powers of Attorney and Advanced Directives to ensure there are protections in place in the event you can no longer make decisions for yourself. It is important to plan prior to incapacity in order to leave the most cost effective and least restrictive options open for you and your family.