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What is Estate planning ?

Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his/her death. Assets such as home, jewelry, personal belongings, cars, real estate, life insurance, pensions, and debts are all parts of one’s estate. Estate plans must bewrite, signed, and notarized by the person who owns the estate. Estate planning is simply the process people engage in to determine the ownership of their assets, either after death or incapacity. It includes a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

Who needs Estate Planning?

  • Young and single: Needs only a few relatively simple items, like nominations, ‘Financial Power of Attorney’ & a ‘Pour over Will’.
  • Married: Might require ‘Mirror Will’.
  • If you have children: You need a ‘Letter of Guardianship’ to name a guardian.
  • If you have substantial wealth: You may need one or more trusts to help control how your assets are taxed, managed, and distributed

What we do for you:

We can help you to create an estate plan that delivers on your wishes to your loved ones. We work with you to make sure your estate planning changes as your life changes. This may include:

  • Appointing Testamentary Guardians
  • Trust structures such as minor, special child, testamentary, protective or family trusts and charitable trusts.
  • Setting up Powers of Attorney for incapacitation