Estate Planning

Estate planning is a process we undertake together that allows you to maximize your estate for those people and charities that you love. While it can seem overwhelming at first, many people find the process to be interesting and even fun, and when you are finished, you will have the peace of mind that comes from knowing that you have taken a few simple steps now to save your heirs time, lots of headaches, and thousands of dollars later. Some of these savings come from avoiding the court-supervised process (called “Probate”) and some of these savings come from making sure your estate is passing in the most tax-efficient manner possible.

In addition, a comprehensive estate plan includes the designation of guardians for minor children, and documents that allow you to make plans to care for yourself and your property in the event you become incapable of managing your own affairs, even if only temporarily. These documents include an Advance Health Care Directive, a Directive to Physicians, and a Durable Power of Attorney.