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Estate Planning

WHAT IS ESTATE PLANNING?

The process of distributing your assets to whom you want, when you want and how you want—with the least amount of cost.
Many people mistakenly think that estate planning only involves the writing of a will. Estate planning, however, can also involve financial, tax, medical and business planning.

WHO NEEDS ESTATE PLANNING?

You do! Whether your estate is large or small, you should designate someone to manage your assets and make health care and personal care decisions for you if you ever become unable to do so for yourself.

WHY DO I NEED ESTATE PLANNING?

If you fail to plan ahead, the court system will step in and appoint an individual to handle the management of your assets and make decisions regarding your per¬sonal care. Your assets, in most cases, will be distributed to your heirs according to a set of rules known as intestate succession. This is most commonly known as Probate.

HOW WE CAN HELP…

  • We can create an estate plan for you based upon your individual needs. We can advise you on such issues as the manage¬ment of your estate, title to assets and taxation.
  • We can discuss with you various ways of preserving your assets for your beneficiaries.
  • We can discuss ways of reducing or postponing the amount of estate tax which otherwise might be payable after your death.
  • Tax laws often change. Estate planning for tax purposes must take into account not only estate and gift taxes, but also income, capital gains, property and generation skipping taxes as well. Qualified legal advice about taxes and current tax law should be obtained from a competent lawyer during the estate planning process.

WHAT DO I NEED TO KNOW TO GET STARTED?

There are many issues to consider in the beginning stages of creating your estate plan:

  • What are my assets and what is their approximate value?
  • Who do I want to receive those assets–and when?
  • Who should be my executor or trustee?
  • Who should manage those assets if I can’t – either during my lifetime or after my death?
  • Who should make decisions on my behalf concerning my care and welfare if I become unable to care for myself?
  • What do I want done with my remains after I die and where would I want them buried, scat-tered or otherwise laid to rest?

Why Choose Us?

  • Licensed & Insured
  • Weekend & Evening Hours Available by Appointment
  • Free Initial Consultation (Most Cases)
  • Payment Plans Available

Our Areas of Practice: