WILLS, TRUSTS AND ESTATE PLANNING 

As your attorney, I can advise you on a variety of estate planning matters to gain the maximum benefit of all laws. My goal is to protect your assets while, at the same time, carry out your wishes. There is an unfortunate, widespread misconception that this is a subject of interest only to the wealthy, estate planning is not just for rich people. An estate plan provides the legal mechanism for disposing of property upon death in a way that recognizes your wishes and the needs of your survivors, while minimizing taxes. Wills and Trusts are just tools in the larger process of estate planning. For many it involves, even more importantly, planning for the handling of affairs in case of disability, and the deeply personal medical choices to be made as life nears its end.

Some of the most common estate planning tools include:

• Wills

• Trusts (Simple, Revocable, Irrevocable, Family Limited, Irrevocable Life Insurance Trust, QDOT, QTIP, and Marital)

• Durable Power of Attorney for Property Management

• Advance Health Care Directive

• Nomination of Guardian

• Gifting