Estate Planning, regardless of your age, family, marital or financial status, is an important topic to consider.  It is more than just a simple will.  Estate planning decisions affect you as well as family members. 

Our firm's comprehensive practice and knowledge gives support to clients of estate planning/probate services including:

• Wills
• Trusts (revocable and irrevocable)
• Estates
• Living Will Declaration
• Durable Power of Attorney
• Appointment of Healthcare Representative
• Authorization to Release and Disclose Protected Health Information (in accordance with the Health Insurance Portability and Accountability Act)
• Federal Estate tax matters
• Charity Gifts
• Tax disputes with the IRS and IDR (disputed claims against estates)
• Guardianship matters

The following is a list of commonly requested items when organizing your Estate Plan:

• Have a list of names and addresses of people that you would like to have appointed as executor, power of attorney, and/or trustee.  Names of people you wish to act as Guardian of your children should also be determined;
• Financial information such as bank names and locations, account numbers, profit sharing/stock options, 401k, IRA's, stocks/bonds and safe deposit boxes;
• Insurance policy information, name of beneficiary and isurance agent information;
• Recent tax returns;
• List of all real estate, assets, income and debt owed