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Estate Planning

What is Estate Planning?

Estate Planning is the process by which a person can:

  • Provide for themselves and their loved ones through any period of disability;
  • Leave what they have to whom they want in the way they want;
  • Minimize taxes and avoid unnecessary attorney fees and court costs;
  • Care for themselves and their loved ones;
  • Share their hopes, fears, dreams, values, and aspirations with their loved ones when they're gone; and
  • Support the causes they value most.

An estate plan should include both lifetime and at-death planning components to account for the possibility of incapacity and the certainty of death.

  • Estate planning is a process, not an event.
  • The estate plan is a combination of legal strategies that address a client's concerns and achieve their goals.
  • The plan is not the documents. The documents merely memorialize the plan.

Lifetime Planning Objectives

  • Provide for the client's care during any period of disability
  • Minimize family conflict
  • Coordination with tax or other legal planning strategies
  • Provide for smooth succession of key decision-makers
  • Avoid conservatorship/guardianship

At-Death Planning Objectives

  • Avoid the need for probate
  • Efficiently handle after-death administration of assets
  • Preserve family harmony
  • Maximize tax planning options
  • Protect beneficiaries for as long as possible
  • Allow children to “grow into” their inheritances

 Are you ready to start your planning?

Contact Us Today

We are here to help you achieve your goals. We will provide sound legal advice as we come alongside you on the journey.