Most people wish to accomplish the same basic estate planning goals:
Protect themselves and their family while they are able;
Decide who will make decisions for them when they can no longer do so;
Give what they have to whom they want, when they want, the way they want; and
Minimize taxes and professional fees.
The specifics of what each of these elements mean for each person can be very different. Unless you have a current, comprehensive estate plan, then what happens upon your death or disability will be determined by several statutes, rules, contract provisions, or estate planning documents that you may not understand, and which may not accomplish your goals. It is not our goal to convince you that you need an estate plan. Some people are not concerned with these issues. We are here to help once you decide that you do.