I. Estate Planning

Estate Planning is a process that allows you to plan for your lifetime goals and objectives and to provide for the transmittal of assets at your death. Having a solid estate plan ensures that your property and wealth will pass smoothly to your beneficiaries at the time of death and according to your wishes. Estate Planning includes the transfer of property at death along with an assortment of other personal matters that may or may not include tax planning.

Estate planning consists of several parts, including: a will, power of attorney, a living will or healthcare proxy, and sometimes a trust. Because estate planning is strongly effected by frequently complex federal and state laws, it is important to consult a lawyer knowledgeable in estate and trust laws for creative solutions and suggestions. Feel free to contact us for a consultation.