Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Why Does Everyone Need an Estate Plan?

By: Nick Leydorf

Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.

Posted on: September 20, 2022 | Estate Planning

What Does Balance Say about Health?

By: Nick Leydorf

This simple, often neglected skill can pay huge dividends later in life.

Posted on: September 17, 2022 | Estate Planning

Planning for Long Term Care Is Important

By: Nick Leydorf

What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?

Posted on: September 17, 2022 | Estate Planning

The Risks of Creating Your Own Estate Plan

By: Nick Leydorf

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

Posted on: September 6, 2022 | Estate Planning

Communication is Key in Generational Estate Planning

By: Nick Leydorf

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Posted on: May 10, 2022 | Estate Planning

Here’s Why You Need an Estate Plan

By: Nick Leydorf

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Posted on: July 31, 2021 | Estate Planning