Estate Planning
Estate planning and administration is my favorite practice area. Preventing problems before they come crashing down is just the smart thing to do.
The best laid plans of mice and men oft go astray. Estate planning is not a once and done event. It requires monitoring and adjusting as circumstances change. I make it a point to all my clients that an annual review of your plan is important. I offer a Lifetime Estate Plan Protection Program where we talk on an annual basis for free to determine if adjustments need to be made to your plan. I also offer on-going education and seminars to help you effectively manage your estate plan.
Estate Legal Services
Some of the estate planning, administration and litigation legal services I provide include:
- Wills
- Trusts
- Powers of Attorney
- Living Wills (aka Physicians Directives)
- Trust Administration
- Probate
- Guardianship & Conservatorship
- Incapacity Planning
- Charitable Gifting Strategies
- Special Needs Planning
- Charitable Gifting Strategies
- Retirement Planning
- GLBT Planning
- Legacy Planning
Reasons to Revisit Your Estate Plan
Estate planning is not and should not be a once done forever adventure. Things happen in life that should cause you to revisit your planning. Some of those events include:
- Getting ready to retire
- Newborn children/grandchildren
- Recent wedding(s)
- Desire to sell business
- Desire/Need for tax planning
- Expected Inheritance
- Health Changes
- Incapacity
- Moving
- Change Trustees/Agents/Etc.
- An unexpected death or disablement;
- A change in your marital status;
- A considerable change in your economic picture such as an inheritance, winning the lottery, insurance settlement, a substantial increase in salary or pay, or conversely a loss in the value of your estate;
- A need to change your Personal Representatives, Trustees, Agents or Guardians;
- A change in state or federal law that may affect taxes or the allocation or distribution of your property.
- New insurance policies - an attorney should review your beneficiary designations
These are just a few of the reasons. As you can see, continual monitoring of your plan is essential.