Estate planning is a fluid process that should be completed by everyone, not just the rich. A will that was crafted just 5 years ago may not meet your goals of today. It is understandable that many of us do not wish to think about or plan for the certainty of our death. The reality is that individuals and families young and old alike need to consider making thoughtful, professionally prepared plans to secure the long-term future and welfare of loved ones and family members. By engaging our professionals to complete a comprehensive estate plan, you will work towards the goals of limiting tax consequences, setting expectations and directives for loved ones, and achieving peace of mind.
Our staff will work with you to create a plan that is customized to your life. Perhaps you own a business or have had more than one marriage. Maybe you have unique gifting ideas and need information on how to execute your desires. By offering personalized advice we help shape the legacy you wish to leave behind.
Aspects of a comprehensive estate plan include:
- Your will
- Trust(s)
- Health Care Directives
- Powers of Attorney
- Long Term Care Planning
- Educating Executors and Trustees