In connection with the preparation of your estate plan, I will help you determine the best selection regarding who should handle your legal, financial, and medical affairs, in the event of your illness, injury or incapacity. Then, we will work together with you to decide:
(a) How, when, and to whom you would like to distribute your property;
(b) The best way to legally avoid unnecessary income, gift, federal estate taxes, and state inheritance taxes;
(c) Who you would like to appoint as executor to settle your estate and trustee to manage assets for specific beneficiaries; and
(d) How to ensure that your property is protected from the claims of potential creditors and stays in your family, in the event that one or more of your beneficiaries should get divorced, suffer a bankruptcy, or have difficulty managing significant portfolio of assets.
Free Lifetime Estate Plan Reviews
As my client, we will monitor your estate plan, at no charge to you, through a my “Lifetime Estate Planning Review," in which we will review your entire estate plan every three (3) years, at no extra cost to you.