Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself. Without a comprehensive incapacity plan in place, your family will have to go to court to get a judge to appoint a guardian or conservator to take control of your assets and health care decisions. Read More
A trust can benefit nearly anyone that has assets. Title to your currently owned and newly acquired assets should be put in the name of your trust because an unfunded or partially funded revocable living trust does not avoid probate. Read More
Business owners are often focused on the growth and success of their businesses and sometimes don’t think about what they ultimately want to happen to their business during their lifetime and beyond. Exit planning and estate planning are used to help business owners define what they want to happen to their businesses in the future and create plans and documents to help ensure their stated objectives are achieved. Read More
When a person becomes incapacitated and is unable to manage their daily affairs, documents in their estate plan can eliminate the need for conservatorship or guardianship court proceedings.
To avoid the government’s interference in a family’s business and personal affairs, documents in their estate plan can direct a trusted person to carry out that individual’s wishes for the situation. Read More