Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. We handle estate planning in the areas of:

    •    Wills, Trusts
    •    Survivorship Deeds
    •    Financial power of attorneys
    •    Living wills
    •    Healthcare power of Attorneys
    •    Guardianship
    •    Transfer on death affidavit
    •    Family care agreements
    •    Medicaid planning
    •    Unmarried couples
    •    Same sex couples

When dealing with Estate Planning, there are several thoughts that you must consider.

    •    How large an estate must I have to justify a will?
    •    May I dispose of my property to any person or entity I choose under my will?
    •    What happens to property held in the names of more than one person?
    •    Does a will let me avoid estate taxes and other ‘death’ taxes?
    •    What happens if I die without a will?
    •    Who will manage my estate?
    •    Is life insurance distributed through a will?
    •    Who should draft a will?

To find the answers to these questions, read the full article.

To view Frequently Asked Questions click here.