Estate Planning

Estate Planning is more than creating a Will. Many personal and legal issues must be considered before a comprehensive Estate Plan can be formulated to meet a client’s goals. A proper Estate Plan should be designed to meet a person’s or families unique financial and personal circumstances.

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Considerations that should be addressed in any Estate Plan include: Beneficiaries receive the maximum wealth after death efficiently, privately and without undue procedural or court complications; Protection of assets, minimize taxes, avoid unnecessary court costs, or court delays; Avoiding Probate Court; Transfer of a family business; Health care directives; Avoiding family conflict.

Estate Planning documents that should be considered are; Wills, Living Trusts, Financial Power of Attorney, Digital POA, Durable Power of Attorney for Health Care, Living Will, HIPAA Release, Guardianship Nominations, and Funeral Arrangements. For more information about how we can help you achieve your Estate Planning goals please contact us.