Estate Planning
We provide sophisticated advanced estate planning.
We help our clients take advantage of the nuances of the various laws in ways to plan for incapacity, minimize tax, meet multi-generational objectives, provide asset protection and meet charitable objectives. With many years of experience in this field, our team works together to ensure a multi-layer approach to estate planning.
Understanding Estate Planning Documents
There are four legal documents that are commonly referred to as an estate plan. It is a common misconception that the sole purpose of an estate plan is to avoid probate court upon death. To the contrary, an estate plan is tailored to your individualized personal and financial needs to assist during your lifetime, incapacity, and after you pass away. It entails holistic life planning at every age.
In each document you nominate a trusted family member, friend, or advisor to follow your directions as specifically outlined in your documents. Often called a surrogate decision maker or fiduciary, this trusted individual(s) ensures that your medical and financial affairs are properly taken care of when you are unable to do so for yourself or upon your death.
Click here to learn more about what to bring to your Estate Planning Appointment.
