Estate Planning

A proper estate plan can allow peace of mind. Plans can be made to provide for a person who has little financial sophistication, incapacity, incapacitated adult children or persons with special needs. Each situation has its own needs that can be addressed with proper planning and implementation.

Lack of planning is a source of confusion and can lead to great financial burdens, problems with distribution to the persons most in need, taxes, and the often dreaded Court intervention in the form of guardianship, or Dependant Administration (read Court supervision) of an estate.