Estate Planning

What is Estate Planning?

Estate planning is not only for the wealthy. Without a plan for your assets and wealth after your death, your family may have to spend time and money settling your estate. This is why it is important to contact an attorney that can assist you in legally protecting your home, possessions, and assets you have worked hard to build up through your lifetime.

According to a caring.com survey, only 42 percent of U.S. adults have estate planning documents such as a will or living trust. For those with children under the age of 18, the figure is even lower, with just 36 percent having an end-of-life plan in place.

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Estate Planning involves the following:

• Writing a will

• Setting up Trust Funds

• Stablishing guardianship and care for living dependents

• Stablishing guardianship and care for pets

• Appointing an executor of your estate to handle and oversee fulfillment of the terms of your will

• Planning and setting up funeral plans

• Establishing annual gifting to qualified charitable and non-profit organizations to reduce the taxable estate

• Setting up a durable power of attorney (POA) to direct other assets and investments

• Health care proxies

• Estate planning for LBGT couples

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