Estate Planning
Estate Planning
We help clients understand their options in estate planning, from determining what assets they own to financial planning. We help give our clients gain a clear picture of their situation. We draft estate planning documents, including the following:
- Wills
- Financial powers of attorney
- Irrevocable trusts
- Revocable trusts
- Income assignment trusts (Miller Trusts)
- Health care powers of attorney
- Living wills
- Guardianships
- Conservatorships
When should you review your estate plan?
- Immediately after a major life event
- Annually
- Thorough review every five years
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- Change in marital status;
- Addition to your family through birth, adoption or marriage (stepchildren);
- Death or incapacitation of a spouse or family member;
- Spouse, parents or other family member has become dependent on you;
- Substantial change in the value of your assets or your plans for their use;
- Receipt of a sizable inheritance or gift;
- Change in income level or income requirement;
- Retirement; and
- You have plans to change any part of your will or estate plan.
