ESTATE PLANNING

It is important to eliminate uncertainties over the administration of your estate upon your death or in the event of your incapacity. Estate planning is the process of anticipating and arranging for the disposal of your estate in an orderly and intended manner in an effort to minimize taxes and other expenses. 

 

Every estate should have the following documents: 

Wills and/or Trusts

Durable Power of Attorney

Medical Power of Attorney

Advanced Directives to Physician

Declaration of Guardian

Beneficiary Designations

 

Some estates also require: 

Pre Marital Agreements

Marital Property Agreements

Estate Tax Strategies

 

Our office can assist with any of these documents. Please call us today for a free consultation.