ESTATE PLANNING is the process by which one plans for the management of one’s personal and financial affairs in the event of disability, incapacity or death. Depending on the client’s needs, an estate plan may include the use of wills, trusts, powers of attorney, health care surrogate and living will. More sophisticated planning may include special needs trusts, limited liability companies, family partnerships and foreign trusts or companies.
When talking about estate planning with my clients, I want to know their concerns and goals so that I can and explain the best options that allow my clients to make knowledgeable and well-informed decisions.
If you have questions about preparing estate planning documents please contact me for a consultation.
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