“By failing to prepare, you are preparing to fail.” ~ Benjamin Franklin
There are numerous compelling examples of successful well-educated individuals whose family suffered after their death as a result of their failure to properly plan. Amy Winehouse, Sony Bono, John Denver and Walter Cronkite died without having a will and created a mess for their families. Most people understand the need to plan; however, there are many reasons why an individual will fail to initiate or complete an estate plan. We understand the issues and impediments that a client may face in preparing an estate plan. We take the time to educate and guide each client through the decision-making maze based upon the client’s unique needs. We understand that each client matter is different. We are able to address the needs of our clients in this area by providing advice and legal services that include:
- Structure of simple and complex estate plans
- Preparation of Last Wills, Durable Powers of Attorney, Living Wills and Medical Powers of Attorney
- Preparation of living Trusts to avoid probate and to provide an effective means of managing assets in future years
- Advice concerning choice of executors, trustees and agents
- Designing transfers through Trusts (during life or at death) for multi-generational planning and asset protection
- Preparation of Trusts for heirs with special needs
- Advice and implementation of gifting programs to heirs
- Advice in the effective use of life insurance in family protection and wealth planning
We can help you navigate your life plans. Let us guide the way.