Estate Planning
Estate Planning
Estate Planning By definition, estate planning is the design of a plan meant to preserve, protect and transfer assets upon your death. It is also a process that addresses your future needs in case you ever become unable to care for yourself.
However, in reality, estate planning is all about people and their specific personal needs. Many attorneys are capable of handling these matters, but when you work on your estate plan with me, you will learn that you are working with a person with whom you can relate to, who really cares and who has over 20 years of experience in this area. As I am sure you know in order to effectively execute a proper plan you will need to divulge personal information about your financial affairs and family relationships in a very short period of time. That is why it is so critical that you first become comfortable with me as a person.
Essentially, an estate plan that I put into effect will give you the comfort of knowing that your loved ones will be prepared to respond decisively when the need arises and that they will always be protected. However, you will also come to rely upon my common sense approach to some very difficult issues and practical ways to implement strategies that will make you feel comfortable and work well to protect those you care about.
I am committed to a process that best allows me to understand your goals and develop creative solutions for your unique needs. I will work closely with you, your family and your
unique needs. I will work closely with you, your family and your trusted advisors, such as your financial planner and accountant, so I that I can coordinate and implement your specific plan. Every family is concerned with preserving wealth and avoiding significant tax consequences. I will provide an effective strategy of legal and tax-planning techniques that will deal with these goals while still maintaining an appreciation of the human dynamics involved with intra-family issues and disputes.
It is my objective to ensure that the issues concerning the transfer and preservation of wealth do not outweigh the need to preserve the real legacy, which you intend to leave, family harmony and respect.