The Goals of Estate Planning

Estate planning by an experienced wills and trusts attorney allows you to accomplish a number of important goals:

• A properly drafted will or trust can ensure that the appropriate people inherit your assets, as and when you intend


• A variety of irrevocable trusts can be used to minimize your tax bill, and your loved one's tax bill when they inherit your estate


• A living trust allows you to maintain control of your assets during your lifetime while avoiding probate after your death


• A living will (or health care directive) can ensure your loved ones know your wishes in cases of medical emergency or at the end of life, while a health care proxy can allow someone to make health care decisions when you are unable to


• A durable power of attorney can allow someone to handle your finances in the event you become unable to


• Your estate plan can support your goals in giving to charity as well as gifting to children and grandchildren through gift tax planning

Click here to learn more about the professional donating this service!