My mission is to be my client’s essential and trusted advisor , helping them make smart estate planning decisions through uncompromising integrity, trust and personal service”
Comprehensive Estate Planning
“ Control Your Own Destiny or Someone Else Will” By Jack Welch
The best way to control your destiny and the future of your love ones is by taking contro of your assets and wealth and ensuring it is passed on according to your wishes and designations.
The Living Trust/s in combination with A & B Trusts as well as Pour-Over-Wills and the use of LLC’s and other entities are the cornerstones and the preferred entities used to insure You leave your hard earned assets and treasures to your heirs and dearest to you.
A Will certainly directs to whom your property will be inherited and distributed to, including any charities to which you may wish to leave your wealth. The drawback, A Will has, is that it must go through, Probate Court before your assets, property and treasures are distributed to your beneficiaries. Additionally, Probate makes the substance of your Will and assets a public matter.
A Living Trust, is a substitute for A Will, it is private document/s by which you hold your property as your own Trustee. Through the use of a Living Trust/s, upon your death, the property is transferred to your beneficiaries without any kind of court proceeding.
Generally, a Comprehensive Estate Plan, will consist of:
1. A Will
2. Revocable Trust & A & B Trusts in the case of Spouces
3. Power of Attorney For Financial Matters
4. Advance Health Care Directive (For making Medical Decisions)
5. Certification Of Trust
6. Property Agreements
7. & Asset Transfer Documents
In your Comprehensive Estate Plan, you will have the opportunity to name the Executor and Trustee who will administer your estate after you pass away, you can also name the people who you wish to be the Guardians for your minor child