Many people equate estate planning with a will. While a will is an important part of an estate plan, a complete estate plan often includes more than a simple will. Estate plans may include a will, a trust, a power of attorney and an advanced medical directive. There are multiple types of both testamentary trusts (which activate at the death of the testator and are drafted wholly in the will) and intervivos trusts (drafted and funded prior to the passing of the testator). These documents should be drafted to work together with the rest of your financial plan to form a comprehensive estate plan.

Whether you need a simple will or a complex estate plan, my office is equipped to assist you. Whether your estate is small or federally taxable, we can help. We will help you review your entire estate and work with you to find the best combination of estate planning documents and vehicles. Estate planning is clearly not a "one-size-fits-all" area of the law. We will listen to your concerns and desires and then craft a plan that suits your unique situation.

Wills, trusts, planned giving, charitable bequests, irrevocable life insurance trusts, charitable remainder annuity trusts, charitable remainder uni trusts, powers of attorney, grantor retained annuity trusts, grantor retained uni trusts, advanced medical directives, qualified personal residence trusts-estate planning is filled with words and monikers that most of us rarely use in our everyday life. We will help you decide what is best for you.

 

Trusts

Wills

Power of Attorney

Advanced Medical Directives