Have you considered your legacy? Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality can be difficult. Over the years we have found that while many new clients have taken the time to meet with an attorney and have had documents prepared, they have not properly re-titled assets or updated beneficiary designations, creating serious risks to their overall estate plan. We will help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your estate planning attorney to formalize your wishes and explore alternatives for minimizing projected estate taxes and related settlement costs, such as titling assets, using trusts, lifetime gifting strategies and charitable planning.
Additional estate planning considerations include:
- Power of Attorney
- Living Will
- Health Care Power of Attorney
- HIPAA Authorization