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WILLS, TRUSTS, & ESTATE PLANNING

Wills, Trusts, and Estate Planning

You work hard all your life to save for your retirement, a rainy day, and to insure that you can pass your savings on to your loved ones. Worrying about estate taxes and ensuring that there is enough money to care for your family after you have gone and that the estate planning documents you created reflect your wishes properly should be the least of your worries.

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An elder law and estate planning attorney can help plan an estate through the use of a Will and/or trust(s) so you feel confident that your wishes are executed properly and your family and loved ones are protected.

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Calculating Budget

Protect your Assets, Minimize Your Taxes

 

Many people are unsure whether a Last Will and Testament (“Will”) is sufficient to accomplish their estate planning goals and objectives or if, for example, a Revocable Trust (“Trust”) is the more pertinent planning technique. ​​

 

A Will must be probated upon the death of an individual unless all of the assets of the decedent pass by operation of law (e.g. joint accounts or accounts having beneficiaries). A Trust does not need to be probated.  It does, however, carry an administrative burden during your lifetime.  For a Trust to be effective, all of the relevant assets, such as certain financial accounts and real property, must be transferred to the Trust during your lifetime.

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Whether you are planning your estate or want to create a Will and/or Trust, some of the Estate Planning tools at our disposal include:

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  • Advance Directives, such as a Power of Attorney and Health Care Proxy

  • Last Will and Testament

  • Revocable Living Trusts

  • Irrevocable Life Insurance Trusts

  • Irrevocable Medicaid Asset Protection Trusts

  • ​Customized Beneficiary Designations

 

These are just a few of the estate planning tools at our disposal when considering your planning and financial situation. It is also important to understand that while protecting and preserving your savings are important, it is also important that your documents are in order to properly handle your health care and financial affairs.

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Whether you currently have an estate plan or have questions about your estate plan, we have the experience and knowledge to help you choose the right plan to respect your wishes, protect your assets, and minimize your tax consequences. 

 

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