Estate Planning is simply a process of identifying, protecting, and providing a method of transfer of assets.  It may be thought of as a series of instructions delineating the method to handle your possessions, money, investments, heirlooms, collectibles, and other valuables. Estate Planning ensures the financial well-being and proper asset protection both while living and after death.

Common Estate Planning Tools including Wills, Trusts, and Advanced Directives.

Wills | Trusts | Probate

Probate is a court-supervised process for identifying and gathering the assets of a deceased person.  A typical probate matter involves depositing the Last Will and Testament with the Court, appointing a Personal Representative for the estate, securing an inventory of the Estate, paying certain obligations of the decedent, and transferring the remaining property to the beneficiaries of the estate.

 

If you have additional questions, please contact the Firm for a free consultation.