ESTATE PLANNING

Whether you need a will, trust, someone to make your healthcare and financial decisions when you are unable, or you want to ensure your plans exist for your children in your absence, contact David to discuss an estate plan. Do not fear the difficult aspects of making such plans. David will make it very simple and affordable.  David will explain the options available to you and tailor your estate plan to your specific requests, needs, and circumstances.

Determining how you want your assets divided among your loved ones and determining whom you wish to care for your minor children can cause stress and anxiety. Each estate plan varies from individual-to-individual or couple-to-couple. David will help ease that stress by discussing all estate planning options that are available to you and the pros and cons of each of the estate planning options.

Some of the critical life decisions that you can include in your estate plan are:

  • Whom you want to care for your minor children;

  • How you want your assets divided at death;

  • Whom you want to oversee the administration of your estate; and

  • How you want health care decisions to be made on your behalf if you are incapable of making said decisions yourself and whom you want making those decisions.

 

Estate planning has many advantages, including minimizing tax burdens, controlling the disposition of valuable assets and family businesses, and discouraging family disputes and litigation. David will give you critical guidance while tailoring your estate plan to your needs and wishes.

 

No one wants to have to examine many of the details that an estate plan bears. However, once you complete the process, you will enjoy the peace of mind that comes with having these essential life determinations in place. An estate plan often includes one or more of the following instruments or procedures:

  • Last Will and Testament

  • Advance Directives (Living wills)

  • Durable Power of Attorney

  • Health Care Power of Attorney

  • Revocable Living Trusts

  • Instructions and Assistance in Funding the Trust

  • Pour-Over Wills

  • HIPAA Waiver

Estate planning often is a simple process. For some, however, it can be more complex. Either way, do not try to attempt to develop an estate plan on your own. Too often, people pay for the do-it-yourself kit and have to hire an estate planning attorney later to fix the problems caused by the do-it-yourself kit. Contact David to schedule a free consultation, and have it done right the first time.  

 

David will tailor your estate plan to your specific requests, needs, and circumstances. 

 

Contact David to schedule a free consultation

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