What is estate planning? Generally, estate planning is planning for both incapacity and death. In both circumstances, individuals and families want to make certain that their wishes will be carried out, and their assets are protected. Estate planning can be useful for many situations; from an estate consisting of a residence and bank account, up to and including more complex situations involving family businesses, stock and bond portfolios, and multiple real estate holdings. For more information regarding the services our office offers related to these topics, visit the sections below.
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A will provides for the disposition of your estate upon your death and also allows you to nominate who will serve as executor.
Depending on your circumstances, you might benefit from setting up a revocable trust, irrevocable trust, or special needs trust.
A durable power of attorney is critical in the event of incapacity. It allows others to speak for you and make important legal decisions so as to protect both you and your assets.
Both the Durable Power of Attorney and the Advance Directive are important in avoiding a court supervised conservatorship in the event of incapacity.
Both the Durable Power of Attorney and the Advance Directive are important in avoiding a court supervised conservatorship in the event of incapacity.
The rules regarding Individual Retirement Accounts, including 401(k)’s, 457(b)’s and the like are complex.
Family Limited Partnerships and Limited Liability Companies are often useful tools for transferring wealth from one generation to the next.
There are effective methods for minimizing estate tax liability and transferring wealth over multiple generations.
Charitable giving can avoid estate taxes and accomplish charitable giving goals.