Estate Planning

 

No matter the size of your net worth, an estate plan is essential to ensure that your legacy passes as you intend, that your assets are protected from creditors, and that you are taken care of when you can no longer care for yourself. Scheduling an initial estate planning meeting is often the hardest part of the process. Elizabeth Zwaan Milne, Esq. can guide you through your estate planning, weighing the pros and cons of various options to create a personalized estate plan that fits your needs, including, but not limited to, the following documents:

 

• Last Will and Testament

• Revocable Living Trusts

• Financial Power of Attorney

• Healthcare Power of Attorney

• Healthcare Treatment Instructions (“Living Will”)

• Tangible Personal Property Memorandum

• Recommended Beneficiary Designations for Life Insurance Policies and Retirement Accounts

• Gift Planning

• Irrevocable Trusts, including Grantor Trusts, Irrevocable Life Insurance Trusts, Spousal Lifetime Access Trusts

• Charitable Trusts

• Special Needs Trusts

• Prenuptial / Postnuptial Agreements