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Estate Planning

Estate planning is the process of arranging for the ultimate disposition of an individual's accumulated assets and possessions after death. You can save your loved ones much money, frustration and anguish by devising a plan for the management of your property when you pass away, and the management of your health care if you become incapacitated or disabled. It is equally important whether your estate is large or small, whether you are single or married, young or old, or whether you have children. The ultimate goal in all estate planning situations is to carry out the individual’s wishes in the simplest and most risk free manner possible, while minimizing tax liability and insuring liquidity in the estate. Every client's needs are different and it is impossible to set forth a rigid formula in all cases.

For more information on Estate Planning, please see the links and articles below, and contact us to discuss setting up an Estate Plan for you and your family.

Estate Planning Questionnaire

Executors, Trustees & Guardians

Per Stirpes vs. Per Capita Distributions

Living Wills/Health Care Directives

Durable Power of Attorney

Disposition of Personal Property

Student Health Care Proxy