Category archives: Designation of Preneed Guardian
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5 years ago
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Estate Planning is a holistic process that includes assessing your assets and determining to whom, among your family, friends or favorite charities, you would like to leave specific assets and gifts. Creating a proper Estate Plan, creating a Will, or setting up a Trusts takes your disbursement... [read more]
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6 years ago
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We're often asked by clients how they can make sure that important health care and financial decisions are made in accordance with their wishes if they are not able to express them for themselves. Our answer is that they can have peace of mind by selecting a trusted person, or persons, and signing A... [read more]
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6 years ago
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One question we are often asked by new and prospective clients is how our Estate Planning process works. The process begins with an initial consultation with the attorney and the client, where essential personal and financial information and lifetime and legacy goals are discussed. The attorney deta... [read more]
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7 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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7 years ago
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Advance Directives are important Estate Planning documents that allow you to select a trusted person, or persons, to make important health care and financial decisions for you if you are not able to do so for yourself. You sign in advance of an emergency or crisis situation, while you are able to th... [read more]
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