Services
01. Estate Planning and Trusts
Make Sure You Have A Plan
Estate planning is a tool used to ensure that not only are your assets protected upon your death and properly passed to your intended heirs, but that your wishes are followed during your lifetime regarding your finances and medical care.
It is a common misconception that estate planning is only for the wealthy. But if you own any assets at all – real property, a car, bank accounts, retirement accounts – you should have an estate plan. An estate plan includes not only a Last Will & Testament, which describes how your assets shall be distributed upon your death but also a Durable Power of Attorney for finances and a Health Care Power of Attorney for health care, which are important to have in place during your lifetime. A Trust is another estate planning tool many use to properly safeguard their assets.
Everything Taken Care of
A well crafted estate plan can:
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Keep assets out of probate and provide greater privacy concerning financial resources.
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Provide safeguards to see that assets are distributed and used as you intend.
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Provide professional management of assets now, or in the event you become unable to manage your own affairs.
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Document your wishes regarding medical care.
Successful estate planning requires a broad view of all moving parts. At Cianciola Law LLC, we will meet with you to understand your own financial picture at a detailed level, as well as taking a full view of all generations, family members and others who may be a part of your plan.
