
What Is Estate Planning?
Estate Planning is a strategic process that includes the preparation of a will, a trust, and financial and medical directives. We will work with you to prepare these documents, or review and plan for any special circumstances that may apply to you and your family.
A properly developed estate plan allows you to define the future for yourself and your loved ones, without comprising control of your affairs. In addition, your estate plan should allow for the possibility of your own disability and possible worst-case scenarios. We believe in the power of preparation.
The key to proper asset management is to have clear, comprehensive, customized instructions for your goals and objectives. This is accomplished through a will or trust, and other related documents.
Since we know how the Commonwealth plans to tax your assets after your passing, we will develop a well-crafted estate plan to help ensure that your planning goals and objectives are met.