Although no one likes to think about their mortality, planning your estate is essential to making sure that your family is protected.
A Thorough Estate Plan is Critical
A thorough and proper estate plan should, as applicable, provide for the transfer of assets, provide for the care of your children, provide for decisions in the event of your incapacity, avoid unnecessary probate procedures, include a health care directive, and reduce estate taxes. Ultimately, estate planning helps ensure that your property will pass as you intended, with minimal delay, minimal probate procedures, and limited administrative costs and tax liabilities.
Our Estate Planning Approach
While we understand that planning your estate is easy to put off, Stone & Baxter tries to make the process as simple and efficient as possible. At a minimum, we will work with you to gather the necessary information using a simple, but thorough questionnaire. Once we have reviewed your information, we will schedule a conference at which we will answer any estate planning questions that you might have and discuss your estate planning goals and objectives.
Simple and Complex Estate Planning Needs
On the one hand, most individuals need only a simple estate plan which can be completed quickly and relatively cheaply. On the other hand, Stone & Baxter can also identify estate planning issues, propose more complex estate plans as the circumstances might require, and provide extensive counsel regarding potential asset protection and wealth preservation strategies.
Assistance for Estate Representatives
Finally, should you be named as the executor or executrix of an estate and need advice, then feel free to contact us. We routinely represent estate representatives in the administrative of estates and in satisfying their related duties.
To request help with your estate and probate needs, click here.