Our Planning Focus Areas:
- Wealth Transfer
- Estate Tax
- Health Costs
- Long Term Care
- Elder Law
- Conflict Avoidance
- Business Succession Planning
- Educating Clients
Just like regular check-ups at the Doctor’s office, our Estate Planning focuses on preventative care. It’s always easier to prevent a legal problem from arising than it is to deal with it later. Failure to have basic estate planning documents along with sound legal advice can be devastating financially and emotionally for families.
Our Estate Planning Consultation is a process that addresses each client’s specific goals (tax savings, probate avoidance, beneficiary protection, conflict prevention, etc). We then tailor a plan to meet those goals while also planning for possible incapacity and health care decision issues. As part of every meeting, we review your assets to simplify succession and cover strategies to avoid probate.
The most common estate planning documents that we recommend for each client are:
- Last Will and Testament
- Durable Power of Attorney
- Advance Health Care Directive
- Living Will
- Trust (only when appropriate for the specific client)
Contact us today to schedule your initial consultation or for more information.