Common Estate Planning Mistakes (And How You Can Avoid Them)
https://ariettalaw.com/estate-planning/
The estate planning practice helps individuals, couples, domestic partners, and families with their estate planning needs. As a certified specialist in estate planning, trust, and probate law, David assists clients in drafting wills, trusts, durable powers of attorney and advance health care directives. Revocable and irrevocable trusts can be utilized to avoid probate and minimize or avoid estate taxes. Trusts can deal with minor children provisions, second marriage situations, same-sex couples, life insurance issues, special needs situations, blended family concerns, and contestment issues. Estate plans also encompass business succession planning. Whenever possible, we work with a client’s investment and tax professionals to ensure a comprehensive plan is put together. Trust funding is also part of this practice to ensure that a trust is properly funded with a client’s present and future assets. Proper planning also includes the review of existing wills and trusts and helping to make amendments to such documents.