Estate Planning

Estate Planning

A comprehensive estate plan is important to make sure your wishes are carried out. It can help you accomplish the following:

  • Plan for incapacity. This includes, but is not limited to, designating individuals to handle financial affairs and establishing how family members and doctors should handle certain medical situations.
  • Select the appropriate guardian for minor children.
  • Provide financial guidance and asset protection for surviving spouses, children, and other heirs.
  • Design an asset distribution plan.
  • Establish trusts to minimize estate taxes, facilitate estate administration, protect assets, and accomplish other goals.