An Estate Plan Tailored To You
At Ferris & Eakin, we believe that the key to creating an estate plan that is right for you is getting to know you first. Only by having a thorough understanding of your goals and wishes for how your estate will be distributed to your heirs after you are gone can we create a plan that is right for you. We do a thorough analysis of your assets and make recommendations based on health issues, family situations and the tax implications of the choices available to you.
Exploring Options In Estate Planning
There is no such thing as a one-size-fits-all estate plan. An estate plan may be just a simple will combined with an advanced health care directive or it may be a more complex plan that includes a range of documents. We explore all of the options and explain the pros and cons of each choice before you.
Typical examples of estate planning documents include:
- Revocable and irrevocable trusts
- Powers of attorney
- Advance medical directives
- Charitable giving
- Gift tax planning
After you have made a final decision on how to move forward, we will then generate the necessary documents for your review, make any needed changes and provide the notary and witnesses required for proper execution (formal signing).