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Estate Planning: Will & Trust
We know that each client has different estate planning objectives as a result of their own personal, family, and financial circumstances. Which is why we take our time to listen to our clients in order to draft a customized plan that caters to their needs and objectives. From Power of Attorney for personal and health care and financial decisions to complex trust and business succession arrangements, our complete estate plan will protect your assets and more importantly, your family.
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Here are some of the benefits of having a complete estate plan:
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Allows you to still maintain full control of your assets while you are alive and allows for specific distributions of assets after your death and in accordance to your wishes.
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Reduces the risk of family conflicts by ensuring proper distribution of assets and allocation of control and responsibilities.
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Avoids the hassles, delays and expenses of probate by transferring property quickly to beneficiaries without having to go through the court system.
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Families with minor children can benefit from an estate plan by naming a guardian or to create custodianship or trusts for their kids if the parents are no longer there.
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Third-party Special Needs Trust (SNT) can be created to help people with special disabilities and or for individuals with special needs by providing for medical care and living expenses while keeping the beneficiary eligible for government assistance.
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Proper business succession planning in the event of death or incapacitation to ensure that your business runs smoothly by designating the right people to run your company and planning on how key financial decisions and operations are made.
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Distributions of assets with the privacy and protection of a trust and more importantly, in accordance to your wishes.
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Helps your family make difficult decisions by planning for your incapacitation so they may make final medical decisions on your behalf and in accordance to your wishes.
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Support your favorite causes by allowing for distribution of your assets to specific charity or causes and in accordance to your wishes.