Estate Planning
What do I need to do to make sure that my affairs are in order for my loved ones if I die or something happens to me?
We help clients put their legal and financial affairs in the best order possible if something happens to them.
Individuals need to have their financial and personal affairs in order in the event something happens to them. We help our clients prepare their estate plans which include, depending on the client’s needs, the following:
*Wills
*Trusts
*Powers of Attorney
*Standby Guardianships for Minor Children
*Proper Designation of Beneficiaries for the Overall Estate Plan
*Practical Gift Planning During Life
*Business Succession Planning
We emphasize the importance of a well thought out plan that is tailored to our clients’ needs and wishes while also maximizing tax savings for the benefit of his or her family. This includes proper planning for clients’ spouses, children or disabled family members to assure they are properly cared for based on their specific needs. Our plans also comprise of the proper mechanisms if a client becomes unable to care for herself or himself later in life or reaches that unfortunate point in time when end of life decisions need to be made. We strongly believe that our clients need to understand their overall plan and all of its parts. We discourage unneeded and unnecessarily complex plans, which do not benefit the client or his or her objectives.