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Whether you’re
just starting a family, or your children have grown and have families of their own, everyone can benefit from some form of
estate planning. I offer a full range of estate planning services, including:
- Will The
staring point for any estate plan, a will enables you to see that your money and property go where you want them to after
your death, and allows you to designate a guardian for your children.
- Living Trust A living trust is an estate planning strategy in
which, during your lifetime, your property is owned by a separate legal entity, called a "trust". Depending
on your estate planning objectives, you can retain total control over the trust assets, limited control, or no control at
all. While a living trust is not for everyone, it can be a useful technique to reduce your estate tax and/or more smoothly
transfer control of your assets upon your death or disability.
- Advanced Tax Planning Strategies If you have, or expect to have, a net worth in the
millions of dollars, you and your loved ones may benefit from various tax planning strategies that could reduce or eliminate
your estate tax liability. Possibilities include: familiy limited partnerships or limited liability companies; life
insurance trusts; charitable lead or charitable remainder trusts; grantor retained interest or grantor retained annuity trusts;
and many more.
- Special Needs Trust
If you have a child or other loved one with a disability, a special needs trust can enable you to more effectively use your
limited resources to improve their quality of life.
- Health
Care Power of Attorney A health care power of attorney allows you to appoint someone else to make medical decisions
for you if you are unable to do so. It also allows you to make your wishes known whether and under what circumstances
you would want life-sustaining treatment to be stopped, and to designate a person to make sure your wishes are carried out.
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