ESTATE PLANNING



Planning for the future is something that we tend to put off until the last possible minute. When it comes to your children, your estate, and your health, it is very important to take a few minutes to make sure these affairs are in order. I handle a wide variety of estate matters, including: (1) the drafting of wills, trusts, powers of attorney, and health care directives; (2) probate; and (3) probate litigation. If you do not have a will or your circumstances have changed and you need to revise a previous will, call me for a free consultation. We can discuss your circumstances, and talk about the steps necessary to ensure that your family is protected. If you are leaving on a trip and need the will drafted quickly, Dan can work quickly to see that your needs are met.

ESTATE PLANNING DOCUMENTS


Wills


A will is a testamentary document that carries out your intent after you have passed away. You can change the terms of your will at any time up until your death. Having a will is important for the following reasons:
  • A clearly written helps avoid confusion and uncertainty after your death. If you die without a will, your assets will be divided in a manner set forth under state law. In many instances, such a distribution will lead to undesirable tax implications and unpredictable results.
  • A clearly written will establishes a pre-determined plan to be implemented in the event that you and your spouse pass while your children are still minors. In a will, you can specify a guardian for your child (ren), and create a trust for their support, maintenance, health, welfare, and education.
  • In a will, you can establish tax saving measures that will permit you to pass along your estate and avoid certain taxes.
    In any event, estate planning is a key aspect to very parent should have a will. Dan’s estate planning work is done on a fixed fee basis. In order to have Dan help you prepare for your future, contact him today!