Estate Planning is much more than just preparing a Last Will and Testament. Effective planning results from counseling to reflect your goals and wishes for every phase of your life and after your passing. Your plan should assure that your choices and values govern even when you can no longer speak for yourself. And it should protect your privacy and minimize expenses and taxes. Good estate planning includes asset protection and clear instructions in the event of disabling illness or incapacity. Most of all, it should bring you and your family peace of mind.
Below are some - but not all - of the most common documents:
Last Will and Testament
Durable Power of Attorney for Finances
Advance Health Care Directive
Revocable Living Trust
Your plan is a coordinated set of documents designed for your particular needs after careful discussion and counsel.
"A goal without a plan is
just a wish"
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As we age, it is common to find that we need extra help to get through our days. Sometimes clients come to us because they have begun to notice small changes in their function. Often they simply want to anticipate and plan for financial and care giving options. In other cases, serious care needs descend suddenly on a family.
We help our clients review and understand their private and public resources to meet long-term care needs. And, of course, we check to be sure your estate plan supports and maximizes your long-term care options.
Long Term Care Planning
In the event you suffer an incapacitating disability, your chosen trustee and agent act to manage your finances and care. We offer guidance and counsel to assure your wishes are met and legal requirements are satisfied.
Upon your passing, there are new duties and requirements for those left in charge. Even if your estate does not require probate court supervision, there are deadlines to meet, notices, and record-keeping before final distribution of assets.
A wise trustee will seek assistance in complying with tax laws, notices, record-keeping, and communicating with creditors and beneficiaries.