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Planning Considerations
When developing an estate plan, there are many things one must consider. The most commonly thought of considerations:
- Tax Planning
- Living Will
- Health Care Proxy
- Retirement Plans/Pensions
- Titling of Assets
- Life Insurance
- Disability
Our office provides services to handle these considerations, but we help people design and develop a personalized plan to meet their expectations. How do we do this, “You teach us the family, we will teach you the law.” Through our meetings, we will be able to learn a significant about you, your family, and your wishes. This will allow us to draft legal documents that will give you the peace of mind you seek.
We strive to provide a service that allows people to think of different ways they want their estate to be distributed. Through our ongoing estate blueprint legal services plan we are able to provide continued development of our clients wishes and demands.
Our unique approach also assists individuals who may become disabled during their lifetime. Our clients have well drafted and thought out instructions on what the family members are to do when a disability strikes.
