An effective Estate Plan addresses both the future management of your assets and debts and the possibility that you may need help with your physical care.
Lenore has helped many clients articulate their goals and organize their affairs. The net results have been minimized tax exposure and an equitable and efficient distribution of their assets.
Estate Planning Services include:
- advice regarding Powers of Attorney for Property and Personal Care
- preparing and attending to the execution of Powers of Attorney
- structuring estate plans
- working with your accountant to develop tax efficient strategies
- drafting and updating Wills