A well designed estate plan helps you and your loved ones minimize the stress of distributing your estate efficiently and equitably while reducing the burden of taxes, fees and expenses, associated with estate administration.
We review your legal needs and goals with you and recommend what steps and legal documents will be required to meet those needs and achieve your goals. It is important to understand what methods can be used during your lifetime and at your death to achieve an orderly transfer of your assets.
Once the methods are clear and agreed upon, we draft the necessary documents such as a Last Will and Testament, Medical Power of Attorney (Advance Medical Directive), Financial Power of Attorney, Revocable Living Trust, or Life Estate Deed. At the same time, we advise and assist the client in creating beneficiary designations of assets, moving assets within the family, or taking other actions that do not require creation of legal documents to implement the estate plan.