No matter how old you are, your current health status, or which types of assets you have, it is always wise to have an estate plan in place. Proper estate planning is more than just the orderly transfer of assets. Estate planning answers questions like:
“Who will care for my minor child?”
“What happens to my money?”
“What happens to my house?”
“What happens if I become mentally disabled and can’t make decisions for myself?”
“How can I protect my children’s inheritance?”
“Will my family owe estate taxes?”
We work with our clients to create unique estate plans that address the inevitable, preserve assets and minimize taxes, both during their lives and, often for many years beyond. Our services weave together our clients’ goals with the laws of income, gift, estate and generation-skipping taxation, trusts, estates and charities.
In many cases, we work with other family advisors, including accountants, financial planners, stockbrokers, insurance agents and other attorneys to ensure a comprehensive approach to a client’s estate plan.