Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in reviewing your situation so your estate benefits the people and charities you care about most.
What We Can Help With
- Designating beneficiaries: If you don’t choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan ensures the needs of your dependents are taken care of.
- Will education: We can help you understand how to structure your will so your legal team can create the documents that reflects how you want your estate disposed of and distributed.
- Establishing Powers of Attorney (POA): Whether it’s to manage specific assets, such as investments, accounts, and real estate holdings, or to help others make health care decisions if you are ill or incapacitated, you need a POA in place to ensure your wishes are followed.
- Minimizing estate taxes and probate fees: If you don’t choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan ensures the needs of your dependents are taken care of.
- Choosing executors: The executors of your estate wield strong powers that determine how your estate is handled upon your passing.
Schedule a meeting with us to see what an estate plan can do for you.
