Although minimizing estate taxes is certainly an important part of the process, estate planning is not really about money, it’s about caring for the ones we love.
Younger families are often focused on guardianship for their children, paying for college, and on insuring that their children continue to receive the financial and emotional support they receive throughout their lives. Middle age families often begin to be concerned about estate taxes, and the ability of their children to adequately manage a potential inheritance. In addition to tax avoidance, older families often begin to raise issues regarding long-term care, ensuring that their wealth follows their blood line, and providing educational funds for grandchildren, and charitable endeavors.
Regardless of your stage of life, it is important to thoroughly explore the dynamics and needs of your particular family, and to ensure that your estate plan matches those concerns. We will spend the time we need to understand those goals, and to tailor your estate plan around your concerns.