Estate Planning is arranging for the management and disposal of an individual's assets and property after death. It typically involves the preparation of various legal documents, such as wills, trusts, powers of attorney, and healthcare directives. These documents help ensure that an individual's wishes regarding the distribution of their assets and the care of their dependents are carried out in accordance with their wishes.

What is estate planning?

Estate Planning

We help clients review their current estate planning documents, such as: 

  • Wills
  • Trusts
  • Powers of attorney
  • Advanced directives
  • Designated beneficiaries for retirement accounts, life insurance policies, annuities, etc. 
  • Payable of death for Checking, Savings, Certificat of Deposits, etc.  
  • As well as a review of the management of assets in the event of incapacity

A review of these documents is designed to help you determine if your current plan reflects your current situation and wishes regarding the distribution of your assets and the care of your dependents in accordance with your wishes in the most tax-efficient manner.

Where there is no estate plan in place, we will help you find a competent attorney or document preparer that can help you put one in place.

How we help