Guide clients, who possess property in the U.S. and/or overseas, through the process of estate planning—coordinating financial affairs to secure the greatest economic security for clients and their families. A well-designed estate plan provides not only for the orderly transfer
WILLS: Assist individuals to draft a will. Each state has statutes which establish the requirements for a valid will. Most states require that a will be written or typed, signed by the testator, and attested by two or three witnesses.
Assist clients to create trusts. A trust agreement is a document which describes the wishes of an individual for property held in trust for his beneficiaries. Common objectives for trusts are to reduce the estate tax liability, to protect property in
Assist clients to prepare a health care proxy. A Health Care Proxy allows a person to appoint someone — for example, a family member or close friend – to make health care decisions on their behalf in case the person
Assist clients to create a Power of Attorney. A POA is a legal instrument that is used to delegate legal authority to another on your behalf to make property, financial and other legal decisions. A person can give another person