Estate Planning

Most people think of Estate Planning as the drafting of a will, or possibly a trust, to govern the distribution of their assets upon death. Although determining how and when assets are to be distributed after death is certainly one of the primary reasons for Estate planning, there are many other purposes and issues for consideration in the drafting of Estate Planning documents. For a young couple with children, for example, who they desire to be the guardian for their children in the event of their death is usually the single most important issue for consideration. Parents may have a disabled child or a child with special needs and must consider how to best provide for such child’s care in the event of the death or disability of the parents. In such circumstances we must also take into consideration any public benefits which such child is receiving or may be entitled to.

As every individual or family is different, or has different circumstances, a “one size fits all” approach is not appropriate with Estate Planning. We meet with clients to discuss their specific situation, concerns and objectives and then customize a comprehensive Estate Plan and explain how the plan will alleviate their concerns and meet their desired objectives.

If you have any questions regarding estate planning or would like to make an appointment to discuss your estate planning needs, please contact us.