COMPREHENSIVE ESTATE PLANNING
A well-drafted and complete estate plan will ensure that your family and assets are protected should something happen to you.
I take a holistic approach to my client's estate planning. In our work together, we will thoughtfully consider all concerns regarding assets, unique family dynamics, and health interests. We will discuss which estate planning options are best for you, and I will explain why a standalone will or trust is not enough to protect you and your family.
I focus on protecting your family legacy and assets, as well as maximizing value for beneficiaries. I also offer education on estate planning techniques that can be used during your lifetime to enable property to pass to your intended beneficiaries in the most tax-efficient manner possible. Upon completion of your estate plan, you will leave armed with knowledge and confidence that you and your family are protected.
WHAT IS AN ESTATE PLAN?
An estate plan is a set of legal documents that manage the care of you and your finances during your lifetime, and distributes your assets after your death. A comprehensive estate plan protect your hard-earned assets and legacy by allowing the bypass of an otherwise necessary judicial process called probate. In your estate plan, you designate who will make financial and medical decisions for you upon your incapacity or death and how you want those decisions made. If you have minor children, your estate plan states who you would like to be the guardian of your children until they are adults.
WHO NEEDS AN ESTATE PLAN?
It is a common misconception that only wealthy individuals need estate plans. Anyone who has small kids, real estate, owns a business, or has assets worth over $150,000 should have a comprehensive estate plan.
WHY DO YOU NEED A CUSTOMIZED ESTATE PLAN?
An estate plan is all about your family. Every family is unique and complex in its own way. Your estate plan should accurately reflect your family’s unique dynamics and needs.
WHAT HAPPENS IF YOU PASS AWAY WITHOUT A PROPERLY EXECUTED ESTATE PLAN?
If you do not have an estate plan and pass away with over $150,000 in assets, all of your assets go through a judicial process called probate. Probate is very costly, time consuming and public.
WHAT IS INCLUDED IN AN ESTATE PLAN?
Your estate plan will include a trust, a pour-over will, powers of attorney, a health care directive, a HIPAA release, a living will and other important documents.