Estate & Tax Planning Home Page

Proper estate planning typically involves much more than the use of a simple will, and also involves more than just addressing tax and property transfer issues. Complete estate planning also involves planning for disability and long term care issues.

This means to properly plan you need to:

1. Calculate your current and likely future net worth;
2. Decide upon the best plan to avoid estate and other transfer taxes;
3. Plan ahead for how you want to be cared for if you become disabled;
4. Plan ahead for who you want to care for you and your finances if you become disabled;
5. Plan for your spouse if you become disabled;
6. Plan for the costs of long term care;
7. Plan for type of long term care you want to receive (type of community, etc.)
8. Plan for the end, and how you want the end to occur.

Let us examine your entire picture and ensure that we create a plan that ensures: (1) you will legally avoid future taxes; (2) the transition of assets to future generations; and (3) you retain enough assets, and control of your assets, to provide for your own future needs; (4) you, your assets, and your spouse will be safe and secure if you become disabled; and (5) the final years of your life, and the end of your life, go according to YOUR plan