ESTATE PLANNING

Our endeavor is to provide you with a comprehensive Succession and Estate Planning Strategy. I would like to highlight a few things that you could think about, as it would help you set your objectives clearly.

Remember Estate planning is a process. It involves people—your family and at times other individuals and relatives. It also involves your assets (your property) and the various forms of ownership and title that those assets may take. And it addresses your future needs in case you ever become unable to care for yourself.

Through Estate planning, you can determine:

How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
When and under what circumstances it makes sense to distribute your assets during your lifetime.
How and to whom your assets will be distributed after your death.
How and by whom your personal care will be managed and how heath care decisions will be made during your lifetime if you become unable to care for yourself.

Many people mistakenly think that estate planning only involves the writing of a will. A will is part of the planning process, but you will need other documents as well to fully address your estate planning needs.