Estate Planning

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Stuart Furman, Esq.

Estate planning is simply the planning for transfer of wealth after death and planning for management of your wealth during your period of incapacity or incompetency. Traditional estate planning includes drafting documents such as a living trust, a power of attorney, a health care directive, HIPAA release, and other documents to allow for the orderly management of your assets in the above circumstances. Additionally, traditional estate planning includes protection of wealth from estate taxes upon death. This type of in-depth planning is especially important for high net worth individuals to avoid or minimize the amount of estate taxes that would be paid. For a free case evaluation of your estate planning options, click here.