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Provide For Your Loved Ones Through An Estate Plan

Estate planning involves organizing your personal and financial affairs, protecting and preserving your assets, and ensuring that your property and assets are enjoyed by and distributed to your family and loved ones according to your wishes during your life and after your death.

Estate planning is a process that has the following objectives in mind:

  • To protect and preserve your assets
  • Smoothly and effectively establish and implement a succession plan for your business(es)
  • To assure continuity of control of your assets so that at your passing your assets are distributed according to your wishes and instructions to your family and loved ones in a manner that will give them the maximum benefits
  • To appoint a trusted friend or family member to manage and handle your business and nonbusiness finances on your behalf when you are incompetent or incapacitated
  • To appoint a trusted friend or family member to make health care decisions on your behalf when you are injured, sick or dying
  • To minimize or eliminate unnecessary estate taxes for your estate
  • To provide for the distribution or transfer of your assets at your demise to your chosen beneficiaries without the necessity of probate and without its costs, time delays and inconveniences

A comprehensive professional quality estate plan that provides for the needs of your family, which may include the creation of one or more of the following depending on your needs, goals and wishes:

  • A Will
  • A Revocable Living Trust
  • An Irrevocable Trust, such as a life insurance trust or charitable remainder trust
  • A Qualified Personal Residence Trust
  • Durable powers of attorney
  • Health care directive
  • Other special-purpose estate planning tools

During your initial meeting, the focus is on you and your individual needs, goals and wishes. As a result, a comprehensive professional quality estate plan is designed and built that meets your identified needs, goals and wishes consistent with prudent and effective, generally accepted estate-planning techniques that benefit you and your family.