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Estate Planning & Administration

Estate planning and administration is crucial to passing down generational wealth.  Imagine working hard all your life to make a better future for your next generations only for the path clouded or blocked in the absence of an estate plan.  An estate plan provides a clear financial and legal way forward for how the wealth you've accumulated during your lifetime (your possessions, properties, land, investments and cash) will for be distributed in the event of your absence.  And an estate plan helps your family avoid the legal fees and family drama that occurs when an estate plan is not in place.  Once a family member has passed , administration of the estate does not need to be a stressful process.  Schedule a consultation and let's discuss how to ensure your wealth becomes generational.

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An estate planning attorney can provide a range of services to help you plan for the management and distribution of your assets after your death or incapacity. Here are a few ways that an estate planning attorney can assist you:

  1. Creating a will: A will is a legal document that outlines how you want your assets distributed after your death. An estate planning attorney can help you create a will that meets your specific needs and ensures that your wishes are carried out.

  2. Establishing a trust: A trust is a legal arrangement that allows you to transfer assets to a trustee who manages them on behalf of your beneficiaries. An estate planning attorney can help you establish a trust that fits your unique circumstances, such as a revocable living trust, an irrevocable trust, or a charitable trust. 

  3. Designating beneficiaries: An estate planning attorney can help you identify the beneficiaries who will inherit your assets, and help you establish beneficiary designations for retirement accounts, life insurance policies, and other assets.

  4. Minimizing estate taxes: An estate planning attorney can help you develop strategies to minimize the estate taxes that your beneficiaries may have to pay upon your death.

  5. Planning for incapacity: An estate planning attorney can help you plan for the possibility that you may become incapacitated and unable to manage your affairs. This may include creating a power of attorney, a living will, or a healthcare directive.

 

Overall, an estate planning attorney can help you navigate the complex legal issues related to estate planning and ensure that your wishes are carried out in the most efficient and effective way possible.

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