A principal objective in dealing with your estate prior to death is to avoid having to go through a time-consuming and costly probate court administration. Every client needs a will, a trust, a durable power for health care, and a living will. These are essential base-line estate documents that should be reviewed annually. Estate planning includes a careful analysis of the jointly-owned property, insurance policies, beneficiary-designation forms for asset and retirement accounts, and payable on death contracts. That analysis is essential to see that the client's objectives are accomplished. Joint ownership of the real estate, financial, and retirement assets is essential to avoid having a costly Probate Court supervision of the administration of your estate. It's critical to confirm how assets are titled and that beneficiary designation forms conform to your plan.
I can provide a set of base-line estate documents at a reasonable fixed fee.
I can provide an analysis of your assets and current estate plan at reasonable hourly rates.
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