Estate Planning

Having an estate plan is important whether you have a large or small estate.  Proper estate planning ensures that you and your family have a clear plan should something happen to you and you become incapacitated, have an unexpected accident, or pass away.  An estate plan can take many forms and should be tailored to your specific needs, wishes, assets, circumstances, family structure and relationships, including whether you have young children or a family member with a disability, and the overall legacy you want to leave behind as well as including proper tax planning, family business planning if need be, and ensuring smooth and efficient administration.  Estate planning tools may include medical and financial powers of attorney, a Living Will, a Last Will and Testament, various types of Trusts, beneficiary designations and deeds, and other documents.  Being prepared is the best gift you can provide for your loved ones and closest friends.