Estate Planning

Estate planning is a broad term that has various implications. Estate planning can be as simple as a Will or Trust that directs to whom your assets or monies will go to following death. If your net worth equals or exceeds a certain level, then estate planning would include tax planning to protect your assets from taxation upon death. There are several strategies available for this purpose. Estate planning also includes health care planning to ensure that you have the funds available to pay for health care needs as you age or protect your assets from being depleted if you need Medicaid assistance. In all of the above cases, documents such as living wills, health care proxies and powers of attorney are used to ensure that your health care decisions are made as closely as possible to your wishes if you are not conscious or able to speak for yourself.

Call us today to discuss your particular situation and the best strategy to ensure that your post-death wishes are carried out and your assets are maximized for your surviving family members.