A successful estate plan deals not only with the disposition of your property after your death, but also the most appropriate and efficient management of your property during your lifetime. An estate plan that is cumbersome and unwieldy during your lifetime or confusing and overwhelming to your heirs is a bad estate plan. Sometimes, just getting those assets to the correct person is only part of the successful process. An estate plan may need to take into account the age, disability, or other inability of a beneficiary to manage funds. We will help you to design a plan that takes steps to ensure that your assets go where you intended.
Thinking about our own deaths is not something any of us relish, but it will happen to all of us, and ignoring that fact has consequences.
The process of planning for the inevitable can include:
This office can also assist with the process of Probate or otherwise implementing wills, trusts, and other estate plans after death.