Estate Planning
Estate Planning is the process of identifying client objectives and concerns and designing the framework to accomplish these goals. A proper estate plan will assure the orderly management of assets in the event of incapacity as well as disposition at death. Estate Planning services include:
- Preparing Wills
- Establishing Trusts
- Preparing Advance Directives and Durable Powers of Attorney
- Estate and Gift Tax Planning
- Residency Issues
- Asset Protection Planning
- Long Term Care Planning
Proper planning protects personal choice in health care and business decision making, as well allowing for preservation and distribution of assets consistent with a client’s wishes.
