Trust & Estates, Estate Planning
Estate Planning is the process of assuring the orderly, timely, and efficient transfer of a person’s property, in the manner in which he or she wishes, at the lowest possible financial and emotional costs. A properly structured estate plan preserves the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.
Because each individual’s circumstance varies, Estate Planning is a very personal and individual exercise. It begins with identifying and valuing assets, deciding how to own and utilize those assets during life, and designating who will receive the assets upon death of the trustor.
Davis Miles offers assistance in all aspects of Estate Planning. We understand that every client's most important Estate Planning goal is to secure his or her financial future and the financial future of his or her loved ones.
If you own property, have children, have recently been married or divorced, or wish to make a special bequest to a friend or relative, you should make or update your estate plan. Our lawyers can work with you to create revocable living trusts, as well as guardianships and wills. We can also help you create various healthcare and financial directives, including medical powers of attorney, living wills, and financial powers of attorney, as well as, beneficiary deeds. We want to help you insure that your personal matters and financial affairs are appropriately handled and structured.
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