Estate Planning

Even for people with relatively modest estates, arranging for the transfer of assets can bring up a raft of important questions and decisions. Wills, trusts, power of attorney, and choosing a healthcare proxy are just a few of the factors that might be involved. Prepare yourself by thoroughly evaluating and discussing the options.

The effect of federal and state taxes is an essential part of any carefully considered estate plan. Learn about tax exemptions, as well as charitable and other tax-free ways to distribute an estate.                                     

 

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Tip

Execute a new durable power of attorney every 3 to 5 years to confirm your intentions.