Counseling:
Lifetime gifts;
Property transfers effective at
death;
Pros and Cons of using a living
trust;
Evaluation of types of trusts
applicable to your situation;
Review and analysis of your existing
estate planning documents;
Pros and cons of joint tenancy and
other forms of co-ownership;
How to receive life insurance and retirement benefits with a
minimum of taxes and administrative expense;
Property rights on marriage or
remarriage;
Drafting of documents
tailored to your specific goals and needs:
Living trust to avoid probate and
conservatorship;
Trusts to reduce or defer estate
taxes;
Simple Will, trust Will, Medical
Directives;
Marital Property Agreements;
Durable Power of Attorney - Asset
Management;
Nomination of Conservator of Person
and Estate;
Advance Medical Directive (formerly
Durable Power of Attorney for Health Care);
