Estate Planning
Concentrates on assisting clients prepare for their future death, which
is a certainty and incapacity which hopefully will not occur. In this
type of planning, issues that are addressed include; tax consequences,
choosing a fiduciary to handle the affairs of the client in the event
of the client's death or incapacity, naming beneficiaries, deciding
between a trust or last will as the means of distributing the client's
property after death and ways of avoiding the probate process.
Estate planning documents may include a revocable living trust, last
will and testament, durable power of attorney, designation of health
care surrogate and living will. For those clients with substantial estates,
(ie.those exceeding Two Million Dollars) sophisticated estate planning
techniques are available. Regardless of the size of your estate, the
members of this firm treat all of our clients in a caring and professional
manner well understanding that the discussion of matters such as your
own incapacity or death are very sensitive and for some difficult.
