Everyone Needs an Estate Plan

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What is Estate Planning?

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Estate Planning is for people of all ages who want to get their affairs in order. The estate planning process includes the process of anticipating and arranging for the disposal of an estate. The goal is to minimize uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.
 

Services include:

 

• Preparing wills, trusts, advance medical directives, living wills, and durable powers of attorney.

• Preparing HIPAA medical information releases.

• Preparing for the transition of wealth after death, minimizing the impact of estate taxes, and protecting estates from creditors and the creditors of the deceased's children.

• Avoiding expenses that deplete the value of the estate passed on to heirs.

• Insuring that property goes to the right heirs and inheritances are protected in the event of divorce.

• Developing traditional and charitable gifting strategies.

• Planning for life insurance payments, including irrevocable life insurance trusts.

• Planning for marital deductions and exclusions.

 

With the right estate planning, you can control the handling and distribution of your assets throughout your life and after death, reduce or eliminate taxes, avoid probate, and protect the assets of loved ones who have special needs or who may face the costs of nursing home care or assisted living facilities.