Services
Estate Planning Services for a Couple
- Item Number
- 122
- Estimated Value
- 3500 USD
Item Description
The Goals of Estate Planning
Estate planning by an experienced wills and trusts attorney allows you to accomplish a number of important goals:
- A properly drafted will or trust can ensure that the appropriate people inherit your assets, as and when you intend
- A variety of irrevocable trusts can be used to minimize your tax bill, and your loved one's tax bill when they inherit your estate
- A living trust allows you to maintain control of your assets during your lifetime while avoiding probate after your death
- A living will (or health care directive) can ensure your loved ones know your wishes in cases of medical emergency or at the end of life, while a health care proxy can allow someone to make health care decisions when you are unable to
- A durable power of attorney can allow someone to handle your finances in the event you become unable to
- Your estate plan can support your goals in giving to charity as well as gifting to children and grandchildren through gift tax planning
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Naidre Miller
Alison Lowenstein
