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Estate Planning

Estate Planning

So, what is estate planning? In short, estate planning is:

1. creating a basic or comprehensive plan for protecting, disbursing and managing your interests, assets and beneficiaries in case of your death or disability;

2. shielding your assets and proactively planning for your beneficiaries to inherit in the most economical manner;

3. stating your wishes in writing so your loved ones have some order during and after the bereavement period.

Who is it for?

Estate planning is for nearly everyone. No matter your age or the size of your estate, it is likely that you have someone or something to protect. Estate planning protects your assets and beneficiaries' interest in case of death, but also in case of an unexpected (or expected) disability. Together, we will discuss your legal interests, discern the goals you have for your loved ones, and create a comprehensive estate plan to protect your immediate and future interests.

Your estate plan may include a:

Last Will and Testament
Revocable or Irrevocable Trust (ie. Revocable Living Trust or Irrevocable Life Insurance Trust)
Specialty Trust (Special Needs Trust, Gun Trust, Pet Trust etc.)
Durable Power of Attorney
Health Care Power of Attorney
Advance Directive ("Living Will")
Guardianship Designation
Final Disposition Instruction
Partnership/LLC Formation
Assignment of Business Interest

For your convenience we offer packages, however each document/tool can be purchased "a la carte".