| Estate planning involves formulating
a plan to provide for the transfer of your assets during your life
and upon your death in order to accomplish various goals. These
goals may include the transfer of property to designated beneficiaries,
maintenance and support of your spouse, children, parents or other
loved ones, the minimization of costs and taxes, to ensure the transfer
of closely held business interests, or the reduction of probate
and other administrative expenses at death. Tools to accomplish
these goals include the drafting and execution of a Will, Power
of Attorney, Health Care Power Of Attorney, Desire For A Natural
Death, lifetime gifting, the creation of revocable and irrevocable
trusts, creation of family limited partnerships, corporations and
limited liability companies, drafting buy sell agreements, signature
cards, designating beneficiaries on retirement accounts, the purchase
of life insurance plans and annuities, and charitable gifting.
We assist clients with coordinating, drafting and implementing an estate
plan, which may utilize many of the tools referenced above, or may
consist just of a simple will. Additionally,
we assist individuals who have lost loved ones with probate and
the administration of the deceased's estate. This can entail the
valuation of assets, disposition of property, probate court filings
and appearances, and the preparation and filing of tax returns.
The first step
in creating an estate plan is to gather information
and create an overview of your current estate. To get
the ball rolling, Email David
and we will forward you an Estate Planning Questionnaire
or call for an appointment.
For additional information, please
read our
Disclaimer
and then select a topic area for general information on a particular
category. Prior to taking any action, consult with your
attorney, accountant and financial advisor.
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