Moira J Lee JD, LLM
Attorney at Law
ESTATE PLANNING
What is it?
Through the use of wills, trusts and other legal tools, estate plans organize and manage the disposition of your assets while you’re living and after your death. They also provide direction to those making your financial and healthcare decisions for you while you are living, but unable to make decisions for yourself.
Who needs it?
Everyone. Regardless of your age or accumulated assets, everyone can benefit from an estate plan. The benefits of a properly drafted estate plan go beyond managing assets both during your life and after your death. Everyone has unique family and financial situations that need to be addressed to ensure your wishes are followed with less aggravation and burden on your loved ones.
Why do you need it?
A properly drafted estate plan may minimize taxes, costs, and provide asset protection. If you don’t create an estate plan, and you become incapacitated or die, the court will ultimately decide where your assets go, who the guardian of your children becomes, and who will assist in that process. Most importantly a holistic estate plan provides peace of mind, not only for you, but also for your loved ones.
