estate planning

There is more to estate planning than just avoiding or reducing estate taxes. The ultimate result of estate planning is preservation and distribution of your life’s savings consistent with your wishes and desires. Qualified estate planners will let you stay in control, even at the end of your life. We have developed a personalized approach to holistically analyze your family situation and your wishes. We take time with you to discuss your estate planning goals and help you to best achieve them. One of our specialties is in helping clients with high net worth estate planning.

What is Power of Attorney?
Power Of Attorney
The Power of Attorney gives a person, selected by you, authority to act on your behalf. Depending on your wishes, your Agent’s powers can be limited or vast. Typically, Power of Attorney gives your Agent the authority to write checks, check mail, make bank deposits, and manage property on your behalf. If you become incapacitated and do not have a Power of Attorney, your family members will have to ask a Court to appoint a guardian to manage your finances. We can also help you with: Wills & Living Wills, Trusts & Trust Administration, Special Needs Trusts, Advance Health Care Directives, Revision of your existing estate plan, Probate & Probate Avoidance, High net worth estate planning.
When To Review My Estate Plan?
Estate Planning
We recommend you review your estate plan periodically, especially if there has been a change of circumstances.
Please consider the following most common reasons to review or modify an existing estate plan: Death of spouse, Marriage, remarriage, divorce, Changing your state of residence, Birth or adoption of a child, Serious illness of a family member, Beneficiary develops, substance abuse symptoms or becomes financially irresponsible, Substantial change in total assets value, Changes in law.

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