Estate Planning

Estate planning involves the counsel of a qualified attorney who is familiar with your goals and concerns. Estate planning covers the transfer of your property at your death according to your wishes. Through proper planning, you can protect the financial well-being of a spouse, provide for your children’s educational needs, provide for the needs of a minor or disabled child, and even make gifts to charity that benefit both you and your family. Proper planning can also insure that your estate pays minimal estate taxes so that your family’s legacy goes to your family rather than the government.

The modern estate plan is far different from those of the past. Gone are the days of a simple two or 3-page will that met all of the client’s needs. As a result of changing circumstances and evolving tax laws, today’s estate plans can involve the use of multiple documents including wills, powers of attorney, health care powers of attorney, testamentary trusts, and living trusts. However, while the scheme may have gotten more complex, our focus is still on the client and making sure that through the use of these devices, his or her estate planning goals are met.

ESTATE PLANNING F.A.Q.’s

DUTIES OF THE ATTORNEY-IN-FACT