Estate Planning Services
Estate planning can have many different objectives and should involve more than just a plan to distribute property upon death. People must consider many factors and each person's situation is likely to be different. Estate planning should consider the amount and types property to distribute, family relations, the health of the client, the client's long-term retirement plan, possible charitable giving, privacy, tax implications, specific needs of family members, how heirs may share property, asset protection, etc. Estate planning is more than executing a simple will off the internet - a living trust, health directive, power of attorney, and other goal specific documents may required to fulfill the wishes of the client. A good attorney will counsel clients through the many aspects of a comprehensive estate plan and discuss issues specific to the client to help craft a solid plan that will achieve the client's specific goals. An attorney will also provide guidance to help ensure that unintended consequences do not occur upon a change in circumstances. Finally, an attorney can provide a quick check-up after a significant life event to ensure the planning documents continue to align with the objectives of the overall estate plan.
My estate planning services include counseling clients on the importance and impact and types of wills, trusts, health directives. My primary focus is on ensuring financial security during a client's life and the impact of choices related to property distributions upon passing. Tax considerations are secondary, but remain important, in the context of estate tax if applicable but also income and property taxes related to the disposition of assets.