Estate planning is not only integral to successful wealth transfer, it is essential to ensure that your wishes for both your assets and family and care are carried out. It is an important part of your legacy. Successful estate planning transfers your assets to your beneficiaries with minimal tax consequences, preserves assets for the benefit of your loved ones, and identifies individuals who you wish to provide care for any of your children who are minors or who may have special needs. Estate planning also assures that family members know how you would like your financial and medical affairs to be handled if you become incapable of making your own decisions. Estate planning is necessary to preserve and promote your intentions.
Kreis Enderle’s approach to estate planning includes not simply inventorying your assets, it involves discussions with you about important decisions concerning your family, and making a will and/or establishing a trust that is tailored for your needs. We coordinate these efforts with your accountants and financial advisors to ensure that your affairs are in order.
Kreis Enderle’s estate planning attorneys have experience representing clients in all of the following:
- Durable Powers of Attorney
- Durable Powers of Attorney for Health Care (i.e. Advanced Directives)
- Wills
- Trusts
- Revocable Living Trusts
- Testamentary Trusts
- Irrevocable Trusts
- A/B Trusts
- Asset Protection Trusts
- Charitable Trusts
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Constructive Trusts
- Generation Skipping Trusts
- Life Insurance Trusts
- Qualified Personal Residence Trusts ("QPRT")
- Special Needs Trusts
- Real Estate Transfers
- Long Term Care/Medicaid Planning
With over 30 years experience, Kreis Enderle attorneys are the right and responsible choice for you and your loved ones.