A typical estate plan involves the employment of a will and revocable trust for disposition of assets; a living will and health care powers of attorney for health care decisions; and a power of attorney for delegation of financial authority.
These documents are specially designed to help our clients achieve their individual estate planning goals, which often include paying the least amount of taxes and avoiding probate.
Estate planning is not just for the wealthy: everyone should have an estate plan. A good estate plan brings peace of mind.
At the heart of estate planning is wealth preservation, family protection, and succession planning. A good estate plan will result in paying the least amount of estate and gift taxes, avoiding probate, and implementing important health care directives. We would welcome the opportunity to assist you.