ESTATE PLANNING
As difficult as it can be to contemplate what will happen to your possessions someday, we specialize in a personal approach to help you make decisions to protect your assets and your loved ones.
Estate Planning directs a larger portion of your assets, upon your death, to the people you would like to see have them, and may also reduce the tax burden that your estate and/or your beneficiaries may face.
Whether you are single person or a couple (traditional or non-traditional) an estate plan is comprised of one or more documents that provide you with control over the decisions about your loved ones and financial affairs in the event of your death or incapacity. Such documents include :
An Estate Planning Project
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Will (Testamentary Will)
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Trusts (Revocable and Specialized Trusts)
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Release for Confidential Medical Information
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Living Will
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Power of Attorney for Property/Finance
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Power of Attorney for Health Care
Your estate planning project begins with an initial consultation via telephone or video call, where you share your goals, expectations and concerns with us and we explain the estate process, the hurdles and advantages in your particular situation.
Based on the information you share with us, we provide you with a summary of the call and present you with our recommendations on how to achieve your goals at different price point options. Once you select an option, we begin working on your project at your desired pace. All our communications are done via email, telephone or video calls.
There is no need to visit us at the office. All is done from the convenience of your home with minimal or no in-person contact.
Documentation
A good Estate Plan has three main goals:
1. To pass your property to the people you choose.
2. To reduce or eliminate expenses, taxes, court interference and wasted time during the transfer of the property.
3. Eliminate the ability for others to interfere in your decisions.
Links for your information
American Bar Association Estate Planning FAQs
Gateway resource providing users with information on estate planning, drafting wills, choosing trusts, types of nonprobate property, powers of attorney and more.
American Bar Association Family Legal Guide to Estate Planning