Understanding the Key Components of Estate Planning

Navigating Estate Planning Estate planning is a multifaceted process that often involves a diverse team of professionals. This team may consist of an estate planning lawyer, a financial advisor, and an income tax accountant. The ultimate goal of this collective effort is to address two prime concerns: providing for potential incapacity and death. Addressing Incapacity…

Estate Planning: A Summary

Estate planning ideally involves an estate planning lawyer, a financial advisor, and an income tax accountant. Two prime concerns in all plans are providing for incapacity and death. Estate taxation is not as great a problem now with the current exemptions well over $11 ,000,000). Lifetime planning/or incapacity.uses powers of attorney and living trusts. Planning…

Welcome To My Blog

I established this blog to share stories and information about topics relevant to my practice. My intent is to regularly provide posts highlighting legal issues of local, state and national interest that I think you will find interesting. Check back later for updates.