Estate planning is “the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes” (Investopedia).
Estate planning can include:
- Writing a will
- Setting up a trust
- Naming beneficiaries for life insurance, retirement accounts, and other assets
- Naming a guardian for living dependents
- Naming an Executor for your estate
- Naming a Durable Power of Attorney
- Specifying funeral arrangements
- And more
Most estate plans are set up with the help of an attorney experienced in estate law. This is where I come in. As an Attorney with over 15 years of experience in Estate Planning, I’ve worked with hundreds of clients in various stages of life to help them create estate plans that suit their needs.
If you need help creating your estate plan, contact me today. I’d love to walk you through it.