No one likes to think about their mortality, but planning your estate is essential to making sure your family is protected.  The proper estate plan should provide for the transfer of assets, care for your children, decisions in the event of your incapacity, avoid unnecessary probate procedures, and reduce estate taxes.

Estate planning ensures that your property will pass to the right people with minimal delay, avoiding unnecessary probate procedures, while limiting the administrative costs and tax liabilities.  Your estate plan should also include a health care directive and financial power of attorney to provide guidance for handling medical and financial decisions in the event of your incapacity.  The proper estate plan for any young adults with small children should also provide for the proper care for your children in the event you are not around.

While we understand that planning your estate is easy to put off, at Stone & Baxter, we try to make the process as simple and efficient as possible. We will work with you to gather the necessary information in a simple format through the use of a general questionnaire followed by conference to discuss your specific goals and objectives.  Most individuals need only a simple estate plan which can be completed quickly at a minimum costs; however, Stone & Baxter is uniquely experienced with evaluating complex estate plans and providing extensive asset protection and wealth preservation strategies.

Should you be named as the executor or executrix of an estate and need advice, Stone & Baxter has provided many other individuals in the same situation with advice and help to quickly and efficiently execute the duties assigned and administer the estate.

To get help with your estate and probate needs, click here.