Trusts:
An estate plan is the best way to avoid probate, minimize estate taxes, plan for incapacity, and manage assets for minors and young adults. A complete estate plan includes:
- Revocable Trust
- Pour-Over Will
- Durable Power of Attorney for Financial Management
- Advanced Healthcare Directive
- Power of Attorney for Medical
Wills:
A Will is a person’s written declaration of how to distribute his/her property after his/her death. For clients with assets below the probate guidelines ($150,000 total asset value OR $50,000 for real property), we recommend a will.
Special Needs Planning:
We assist families with disabled loved ones to strategize the provision of financial support for those individuals with special needs through estate planning.