What is Estate Planning?
Estate planning is simply being prepared for the possibly of illness or death within one’s family. Rather than leaving to chance the management of your assets accumulated over a lifetime of hard work, we recommend that you have a comprehensive estate plan.
Comprehensive estate planning typically consists of a will, trust(s), financial power of attorney, and medical power of attorney. At Stone Law, we work with you to determine the proper documents that will best meet your needs and give you peace of mind.
Benefits to Estate Planning
There are so many issues that can addressed with effective estate planning—from something as simple as a will and specifying who will have your prized baseball card collection or Stradivarius violin, to a complex trust specifying who gets what finances from your estate and how they can use the funds—your worries and concerns can all be taken care of. We can also include special planning for those with disabilities who need additional supports in place to make sure they are taken care of after you are no longer around to care for them yourself. Stone Law can help you plan for whatever you and your family need.
OBJECTIVES OF ESTATE PLANNING
What are your estate planning goals?
Protection of your financial security
Estate tax reduction
Distributing assets in a desired manner: to children, grandchildren and/or charities
Distribution of special assets including IRA’s & 401k’s, life insurance, annuities
Health care planning (living wills, medical powers of attorney)
Second marriage planning, blended family planning
Other goals unique to your family
More than 1,000 families have turned to Stone Law for help with their estate planning. We’ve helped many families through tough situations caused by a lack of solid estate planning, and while we’re pleased to help those in a tough situation, we believe our highest service is to help clients by avoiding such problems in the first place. With proper estate planning, you can ease the burden on your loved ones following your death or illness.
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