Without an established plan, the fate of your estate will be determined by the government. Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, I can assist in reviewing your situation so your estate benefits the people and charities you care about most.
What I Can Do For You
- Will education: I can help you understand how to structure your will so your legal team can create a document that reflects how you want your estate disposed of and distributed.
- Minimizing estate taxes and probate fees: Taxes, fees, and other levies have the potential to erode a large part of your estate before your beneficiaries see a cent. Careful planning can reduce the impact taxes and fees may have.
- Estate protection: Even after you pass, many of your assets – such as long-term investments and property – will likely need protection and management until they are disposed of and their proceeds are distributed to your beneficiaries. In the absence of an estate plan, your assets will likely not receive the type and level of protection those assets require.
- Distribute your legacy: Our professionals can support you in synchronizing your estate plans and your will, so your assets are distributed in line with your final wishes.
Schedule a meeting with me to see what an estate plan can do for you.
My firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.