A properly prepared estate plan allows you to plan for the management of your property in the event of your disability or death. You can give what you have to whom you want, the way you want, and when you want, while avoiding probate and minimizing death tax. You control every aspect of your estate plan.
A properly prepared estate plan can:
- Provide instructions for your care and the care of loved ones.
- Provide instructions if you own property in other states.
- Avoid delays of probate and the associated legal costs.
- Keep your affairs private and confidential.
- Minimize death taxes.
- Protect young children from inheriting too much too soon.
- Create protection for heirs with special needs.
- Protect your heirs’ inheritance from loss due to their creditors
- Protect your heirs’ inheritance from loss due to divorce.
Building financial resources is a lifetime effort. Planning thoughtfully for your care and the care of your loved ones with an experienced team that understands your goals is the centerpiece of our practice. Begin now, by calling our firm for a free initial consultation. We make the estate planning process a rewarding experience.