Dialing back complexity
to the comfort setting
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An estate plan is your prearranged advantage over inevitable and unexpected results. My focus with you is on the meaningful decisions and selections we craft and place within your estate planning documents. The objective is to have you and your affairs prepared.
The estate planning goal for my clients is to provide care, stability and continued advancement opportunities to those who mean the most to you. Leaving your beneficiaries in the most capable position possible to chase the dreams you instilled and overcome the challenges and obstacles they will face without you is the result.
Estate planning is synonymous with wealth transfer and estate taxes. Clients with continuing estate tax concerns can benefit from my creative and innovative strategies and steps to minimizing or eliminating federal estate taxes.
Law changes exempt most of us from federal estate taxes. But there still can be state inheritance tax, federal gift and other tax issues along with insurance needs that be to be addressed in your overall game plan.
Plans for potential disability, incompetency and resulting long-term care, however, need to be discussed regardless of your financial status. Selection of the person and successors to make you medical decision in the event you cannot do so are really important. Sometimes obvious choices and multiple parties just might not be the best or most practical alternatives.
Forging the future for minor children and multiple children spanning multiple years from different relationships at different times with their different capabilities, personalities and perspectives can be the most challenging but most rewarding of your entire plan. My experience allows me to present reasoned and realistic alternatives to be pulled into an overall understandable and easily executed plan.
There is a lot more in your estate plan than a Last Will & Testament, healthcare directives, powers of attorney and more paper for the safety deposit box. I can help assure your planning is on target, streamlined, comprehensive and fulfills your objectives and goals.
Buy/Sell Agreements - Succession