Services

Estate Planning

A complete estate plan includes a substantial number of documents, as a comprehensive plan is designed to three things.  These are 1) the orderly and most cost-effective was to distribute your estate when you die, 2) provide for you (and possibly other family members) in case you become disabled, and 3) to minimize tax and administrative fees when you pass on.  Often time the estate planner works closely with the client’s financial advisor and his or her tax advisor.  Powers of attorney have become crucial in providing the protection you need in the event of an accident or illness that would render you incapacitated.  A primary example of this would be a stroke or aneurism, or it could result from a bad car accident.   Estate planners try very hard to provide a plan in the event of your death, but also, and just as importantly, provide for protection in the case of incapacity.

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