Estate Planning

Estate Planning

Estate Planning is the process of planning in advance for (1) the Inevitable (Death), and (2) the Unforeseeable (Accident, Illness, Mental or Physical Disability)

The Estate Planning Process generally involves the following steps:
  • Gathering and analyzing personal, family, and financial information
  • Determining your estate planning objectives
  • Designing an estate plan to accomplish those objectives
  • Drafting and executing the various documents to set up the plan
  • Implementing the plan
Common Objectives of Estate Planning are to:
  • Provide instructions for managing your finances
  • Provide instructions for your health care and treatment
  • Appoint Agents to carry out those instructions
  • Provide for the transfer of your property after your death to those persons and charities that you choose
  • Avoid the time, expense, and publicity of Probate
  • Avoid or reduce the payment of Taxes associated with death
The Estate Planning Client is anyone over the age of 18.
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