Financial Planning for Life: Estate Planning

• Will taxes or probate unnecessarily reduce your estate?
• Have you legally appointed someone to make decisions for you if you are unable to make them for yourself?
• Are you concerned about possible conflicts among your family members after you are gone?

It can be uncomfortable to think about death and what will happen to our loved ones and our possessions after we’re gone. What’s even more uncomfortable is to think about the state deciding what happens because we didn’t take the time to plan.

Estate planning goes well beyond making a Will. It involves decisions in many areas, including naming a guardian for minor children and special provisions for mentally or physically disabled children, medical directives and end-of-life considerations, how to minimize or eliminate estate taxes, how to handle gifts or bequests to charities, whether a trust is right for your situation, and how to effectively transfer ownership of a small business.

We work with clients to evaluate the pertinent estate issues that impact your life that you can then implement with an attorney.