• Will education: We can help you understand how to structure your will so your legal team can create a document that reflects how you want your estate disposed of and distributed. From a simple will to a testamentary will, or joint wills and living wills – our team will help you navigate the complexities of this document so you won’t need to stress over specifics.
• Creating Powers of Attorney (POA): Whether it’s to manage specific assets, such as investments, accounts, and real estate holdings, or to help others make health care decisions if you are ill or incapacitated, you need a POA in place to ensure your wishes are followed. A well-crafted POA will also smoothen how decisions about your final arrangements, and those related to your estate, are taken care of once you pass.
• Choosing executors: The executors of your estate wield strong powers that determine how your estate is handled upon your passing. We’ll help you understand the importance of choosing an executor(s) for your estate, and what criteria you should consider when appointing someone to discharge this all-important role – especially if minor children/guardians are involved.
• Designating beneficiaries: If you don’t choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan can help ensure the needs of your dependents are taken care of.
• Minimizing estate taxes and probate fees: Taxes, fees, and other levies have the potential to erode a large part of your estate before your beneficiaries see a cent. Careful planning can reduce the impact taxes and fees may have.
• Estate protection: Even after you pass, many of your assets – such as long-term investments and property – can likely need protection and management until they are disposed of and their proceeds are distributed to your beneficiaries. In the absence of an estate plan, your assets can likely not receive the type and level of protection those assets require.
• Distribute your legacy: Our professionals can support you in synchronizing your estate plans and your will, so your assets are distributed in line with your final wishes.

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