Estate Planning:
Estate planning is not just filling in a form will, trust instrument, or power of attorney. Every individual has different needs, varied assets, and a different tax situation.
We start the estate planning process (with emphasis on the PLANNING) by asking our clients to complete an Estate Planning Questionnaire. This allows our clients to provide us with basic information about themselves, the nature of their assets, and their preferences as to executors, trustees, guardians, agents, heirs, and other key matters. Using this information, we can determine how best to plan to protect their assets during their lives, and to transfer their assets at their death to their loved ones, with the minimum of expense and taxes.
Below is a copy of our Estate Planning Questionnaire, which you can use to help organize your estate plan.
