No one likes to think about one's own death; however, planning ahead can help your family avoid unnecessary complications, delay and expense. This may be accomplished through properly written Last Will and Testaments, joint ownership of assets such as real estate and bank/brokerage accounts, and life insurance.
We commonly prepare Last Will and Testaments as part of our overall estate planning strategy with clients in preparing their Durable Power of Attorneys and Combined Advanced Directives for Health Care/Living Wills.
If you would like for this firm to review your estate plan, please click this LINK to our client resources page for the estate planning questionnaire that best fits your situation. We ask that you complete this questionnaire and bring it with you to your appointment.
Understanding the following terms is the first step toward planning your estate; however, no estate planning steps should be taken without consulting with a qualified professional.
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