Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of estate plan is determined by the specific goals of the client and may be as simple or complex as the client's needs dictate. Guardians are often designated for minor children and beneficiaries in incapacity. It overlaps to some degree with elder law, which additionally includes other provisions such as long-term care. Devices Estate planning involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancywith rights of survivorship, tenancy in common, tenancy by the entirety), gift and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

Estate planning attorneys now often advise clients to also create a living will. Specific final arrangements, such as whether to be buried or cremated, are also often part of the documents. More sophisticated estate plans may even cover deferring or decreasing estate taxes or winding up a business. Estate planning is usually a legal and tax specialty for an attorney or an accountant. I have working relationships with accountants that are experienced in the most recent changes in the tax laws.



Wills, Trusts and Estate planning is integral to everyone's peace of mind for your families future. I will prepare your estate in a clear, concise and thoughtful manner according to your wishes. Let me take care of your family.