SERVICES
The overall goal in estate planning is to achieve an inexpensive
and problem free administration of your estate. With proper planning
and a carefully drafted Will your assets will devolve to the beneficiaries
you intend to benefit, while the taxes that will be exigible at the
time of your death are minimized.
A valid Will is your direction to the person or persons you have
chosen to carry out your wishes expressed in the document. These appointed
Executors will assume responsibility to distribute your estate assets
as you have determined after having paid your debts and funeral expenses
and any tax obligations you may have had or which arise as a result
of your death.
In preparation for the making of your Last Will and Testament you
should formulate a list of all your assets and liabilities, including
any insurance policies you may hold. This information will be helpful
to your lawyer in developing an effective and proper Will for you.
I have provided a questionnaire which may be helpful to you in assembling
the information needed LINK, but find for most clients I am able to
obtain the information needed to prepare their Will at an initial
meeting of one hour or less.
The importance of having an up-to-date Will cannot be overemphasized.
It will help provide certainty that your wishes are carried out after
you are gone and can reduce the cost of administering your estate.
