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Estate Planning

Solutions for Estate Planning


Will And Law Concept, Will And Law Concept US, Legal services, state planning US, law concierge

Estate planning is the process that involves your family, your assets (your property) and the various forms of ownership and title that those assets may take. Furthermore, estate planning also addresses your future needs in case you ever become unable to care for yourself.

Through estate planning, you can determine:

  • How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
  • When and under what circumstances it makes sense to distribute your assets during your lifetime.
  • How and to whom your assets will be distributed after your death.
  • How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.

Many people mistakenly think that estate planning only involves the writing of a will. Estate planning, however, can also involve financial, tax, medical and business planning. A will is part of the planning process, but you will need other documents as well to fully address your estate planning needs. Accordingly, The Law Concierge is well versed in the preparation and establishment of a comprehensive Estate Plan to accomplish your particular goals.


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