Every person can benefit from estate planning, from young, single professionals looking to start their career, to married couples looking to start a family, to older individuals or couples looking to protect their future generations. No matter your situation, it’s never too early to start planning for your future, nor is it ever too late to make changes.
We offer a core of estate planning documents for individuals and families looking to maintain control of their assets during their lifetime, as well as provide the most ease and cost savings for their beneficiaries upon death. The bare essential documents are a revocable living trust, pour-over will, durable power of attorney for property management, and advance health care directive.
We also can provide advice on whether more advance planning is recommended. This includes, but is not limited to, charitable trusts, grantor trusts (GRIT’s, GRAT’s, GRUT’s), special needs trusts, life insurance trusts (ILIT’s), qualified personal residence trusts (QPRT’s), sales to intentionally defective grantor trusts, family limited partnerships, and dynasty trusts.