Estate Planning
A Broader Strategy
Ensure your wishes are known, honored and carried out
Most people associate the phrase "estate planning" with having a will - a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of broader estate-planning strategy to ensure your wishes are known, honored and carried out as efficiently as possible when you're no longer able to articulate them.
Expert Team of Estate PlannersWe will help you develop a strategy that may include the following:
01.
Reduce Taxes
A strategy to reduce or limit liability on gift/estate taxes for your heirs.
02.
Protect Estate
A plan to protect your estate from mismanagement or from claims of creditors or ex-spouses.Setting Up Your Estate Plan
We'll Guide You Every Step Of The Way
In addition to the expertise our team can offer, you’ll want to work with an estate-planning attorney to establish:
- Health care directives or a living will that specifies the extent to which you want health care professionals to treat you if you become ill or incapacitated.
- Powers of attorney that grant people you trust the legal authority to act on your behalf in case of sudden accident or illness.
- A will or trust to ensure your assets are transferred according to your wishes.
- The naming of a legal guardian for children under the age of 18.
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