Estate Planning

Estate Planning (Header)Shadow Image

Estate planning is an all encompassing phrase that has different meanings, depending on the individual client's circumstances.

At the very least, each plan will include a Will, a Power of Attorney for Health Care and a Power of Attorney for Property. Often, a revocable trust, an insurance trust, a charitable trust, generation skipping trusts and/or qualified personal residence trusts will also be necessary to carry out our clients wishes in a tax efficient manner.

Everyone has property and a good estate plan will provide for proper management in the event of incapacity during lifetime and effective disposition upon death.

Read: What should I bring to an initial estate planning meeting?

Estate Planning Terms: Review our estate planning terms and become familiar with various trust terms

Next: Estate Administration