ESTATE PLANNING

" Proper planning shows them you care."

Throughout your life, you have accumulated property - real estate, cash, stocks, bonds, and so on - that makes up your "estate."

Proper estate planning can help you achieve certain goals, including: reducing estate taxes, passing on the estate to your children or others, designating who will receive specific items and benefiting your favorite charities.

We construct your last will and testament and/or trust to suit your specific situation, needs, and goals. If you have minor or disabled children, significant life insurance or retirement assets, such as an IRA or 401(k), or a spouse now or soon in a nursing home, we can help design a plan to help you save taxes, preserve assets and provide for heirs.

Estate planning also includes drafting a durable power of attorney and a "living will" to address personal, healthcare, and estate issues during your lifetime.

Many times family members will serve as executors and trustees in estate planning. When that is not appropriate, the Elderlaw Firm is also available to serve as Executor and Trustee to ensure proper administration of the estate and trust.

For more FREE information from our resources and newsletter archives, click here. Or call us at (336) 378-1122 to speak with an attorney to make an appointment.