Planning to Achieve Your Goals
Estate Planning should start much sooner than most people think,
as Amy discussed on WDIO TV’s “The Lift” with Baihly Warfield.
Regardless of your stage of life – whether you’re single or married, a parent with children at home or an empty-nester – building your career or enjoying your retirement – having a current estate plan in place should be a top priority. Up-to-date planning reduces the burden on your loved ones if you pass away, and assures your wishes are carried out as you intend. Effective estate planning resolves two concerns that many of us share:
- How can I best provide for the well-being of my loved ones when I am no longer here?
- What can I do now to ensure that my assets are properly handled following my death?
Estate planning establishes mechanisms to efficiently transfer your property to the people and/or organizations you designate. For clients with young children or a loved one with a disability, estate planning names someone to be responsible for their care. Depending on your circumstances, estate planning may involve putting strategies in place to avoid probate, protect assets and minimize taxes.
Part of an estate plan also may involve spelling out directions about your finances and medical care in the event that an accident or illness renders you unable to make or express decisions on your own behalf.
Every client’s situation is unique. Estate planning options are numerous and, at times, complex. To develop a custom estate plan appropriate for you, we’ll discuss your circumstances, needs, and wishes. After thoroughly reviewing options, I will recommend a plan and draft the documents to achieve your goals.
Areas of Focus
We work with clients in these areas:
- Wills (simple or complex)
- Trusts (revocable or irrevocable, A/B marital and family trusts, life insurance trusts and charitable trusts)
- Powers of attorney
- Health care directives
- Gifting strategies
- Probate and Powers of attorney