Wills, Trusts & Estate Planning
Wills, Trusts, & Estate Planning are an important parts of planning for your future and the future of your family. Almost everyone can benefit from having an estate plan; it’s not just for the wealthy. Most people in today’s society own a complex mix of assets which require different estate planning strategies to protect. Other people have complicated family situations which can require other types of specialized estate planning. Almost everyone should plan for a time in which they will be unable to make financial and medical decisions for themselves.
I can help you determine the type of estate planning you need to accomplish your goals. After meeting with you and finding out about your assets, your needs, and your vision for the future, I can help you prepare an estate plan, and the documents, that are appropriate for you. These often include:
- wills
- trusts (revocable trusts, irrevocable trusts, living trusts)
- powers of attorney
- health care directives
- HIPAA Authorizations
- tax issues
- retirement planning
- succession planning
Please contact me at 201-773-8914 for more information.
