A will is a legal document that gives you the authority to determine what will happen to your money, assets, and possessions your "estate" after you pass away. It enables you to specify exactly what you want done with your estate and appoint an executor to oversee it. It also lays out any regulations or instructions that the executor needs to know. A Will, when properly drafted, can ensure that your loved ones are provided for in the most tax-efficient manner.
The laws of intestacy will govern
how the state divides your wealth if you die without leaving a will. Since
these regulations are somewhat stringent, they might not be the most
advantageous or tax-efficient choice for your money.
Our helpful staff of professionals
can help you with will preparation for:
Make sure your assets and cash
reach their intended beneficiaries; reduce inheritance taxes; appoint reliable
people as executors to oversee the administration of your estate after your
death;
Choose guardians by law for any
small children that may be present.
Consider how your life has
changed as a result of things like marriage, divorce, having children or
grandchildren, etc.
Make sure the appropriate people
receive gifts of personal items.
Create trusts and donate to
charitable causes.
We have overseen thousands of
estates as executors on behalf of many customers.
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