Fundamentally, Estate Planning is putting the documents you need in place so others can: care for you when you get old and need the help, appoint the right people to look after your family and your affairs upon your death, avoid any unnecessary taxes, making sure your property gets where you want it to go, and try to reduce the hassle your family may go through managing your property upon your death.
If you are fortunate enough to be wealthy enough to need estate tax planning, I am well versed in estate tax law, and I can offer you options to minimize taxes your estate may pay, leave ongoing benefit to your family, and significantly impact the charitable organizations in your community.
Estate planning documents that we prepare include:
• Community Property Agreements
• Testamentary and Revocable Living Trusts
• Generation-Skipping Trusts
• Irrevocable Insurance and Gifting Trusts
• Special Needs Trusts
• Charitable Trusts (including Charitable Remainder and Lead Trusts)
• Durable Powers of Attorney
• Health Care Directives
• Pre- and Post-Nuptial Agreements