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Estate Planning 2020-01-14T18:52:07+00:00

OVERVIEW

Estate planning is a process of arranging assets in such a way that they can be used and enjoyed and then passed to others in a way that is efficient and cost effective.

A will is usually an important part of any estate plan. For tax and other purposes, a living trust might be desirable. Planning should always include a durable power of attorney in anticipation of the possibility of illness or incapacity. And, an advance directive is highly recommended to assure that health care decisions can be made.

Minimizing or avoiding inheritance taxes can be an important objective of estate planning for many people. Estate planning may also anticipate the need for Medicaid or the purchase of long term insurance.

The cost of an estate plan depends on the size and complexity of the estate, and the planning objectives.

In order to prepare an estate plan, a comprehensive statement of your personal and family information and assets is important. Download the planning questionnaire below and contact me for an appointment.

Estate Planning Questionnaire

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