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A well-planned estate is a final, lasting gift that we can leave to our loved ones, organized and ready for them to take over without a hitch. The reality is that we usually put off estate planning, and sometimes until it is too late. We have no guarantees that we will live 90 years let alone another year. Meanwhile, the feeling that we are not taking care of something important nags at us and can leave us sleepless at night.
Most of us do not want to leave messy estates for our loved ones to have to clean up. If we do not plan our estates, we leave them to be determined by happenstance and the laws of intestacy. Estate planning and administration considerations apply to everyone who has assets, but especially to people with children or other family or friends to provide for.
Estate planning allows us to determine for ourselves who will handle our estates, who will raise our children, who will receive our assets and how they will be managed. Estate planning includes putting in place mechanisms for the management of our affairs and necessary decisions if we become incapacitated and unable to manage our own affairs while we are still living. Doing estate planning allows us control of the management of our estates to:
- Choose who will handle the estate
- Choose who will receive the assets of the estate
- Leave detailed instructions for how the estate will be handled
- Streamline the administration of the estate, saving time and cost and frustrations for loved ones
- Protect the assets left to loved ones
- Minimize or even avoid altogether state inheritance taxes and federal estate taxes
We are here to answer any questions you may have about estate planning and the process. Reach out to us and we will respond to your questions, inquiries and/or consultation requests as soon as we can.
“I have worked with Kevin on setting up a Supplemental Needs Trust for my two sons. I found him very responsive and knowledgeable in helping me with this trust. I will work with him again in the future.”
– Mike (Estate Planning Client)
“I used Kevin for legal services relating to a complicated real estate transaction, and for the development of a last will and testament. In both instances, Kevin was very knowledgeable, willing to listen to ideas, offer advice, and provide timely and efficient service. Once a course of action was decided upon, Kevin and his team of legal professionals saw the implementation of the necessary actions through to completion.”
– James (Estate Planning Client)
“Kevin was extremely knowledgeable about the estate planning process. He answered all my questions and gave me sound advice on options to reach my goals. Kevin provided information on trust departments for me to investigate which I found to be very valuable in making my decision on whom to choose. Kevin did a great job demystifying the estate planning process!”
– Linda (Estate Planning Client)
“My wife and I wanted to set up living trusts for some time, but for various reasons always put it off. Finding an attorney that specializes in estate planning that we both could be comfortable with was just one of the reasons to not start the process. Having known and worked with Kevin for years in municipal government issues, we both know him to be a trustworthy and competent attorney. Running into him one day and learning that he now specializes in estate planning made choosing him for this important work easy. Two short meetings, about 2 hours in total and we were finished. Putting all our assets into the trust took approximately another 2 weeks for the various companies to accept the forms we submitted. In hindsight, the hardest part of the process was just picking up the phone to make the appointment. Kevin and his staff made the rest of the process easy to understand and complete!”
– Tom (Estate Planning Client)