Trusts & Estates

Estate planning is about preserving and protecting your assets and it is about your family and your beneficiaries.  You have most likely spent a lifetime accumulating assets and estate planning provides financial security for those assets you have worked so hard to obtain.  Your life is unique and so is your estate plan.

There are many tools that an estate planning attorney has at his or her disposal to craft your estate plan, such as:

  • Wills
  • Revocable & Irrevocable Living Trusts
  • Powers of Attorney
  • Health Care Proxies
  • Living Wills

Many people fail to realize the benefits of effective estate planning.  Failing to plan may allow the State to make determinations regarding your assets and you may not agree with that plan.  Some of the reasons you may want to have an estate plan are as follows:

  • Providing for Minor Children
  • Reduce or Eliminate Estate Taxes
  • Transfer of Family Business
  • Reduce Family Clashes
  • Plan for Incapacity
  • Identifying the Heirs of Your Estate

It is important to discuss your estate planning wishes with a qualified estate planning attorney and financial planner.  An estate planning attorney is verse in state laws and laws change from time to time.  Faulty document drafting can lead to extremely adverse effects to your estate plan’s objectives.

If you already have an estate plan, remember to review your estate planning documents every year to ensure that they are still in agreement with your wishes.