ESTATE PLANNING SERVICES

ESTATE PLANNING SERVICES

A comprehensive Estate is one that personalizes every aspect of planning for the disposition of your assets, your desires, your family situation and your needs. The Estate must include:

• A review of the character of your property, is it community or separate property, in addition to existing property agreements for example prenups or postnups if any.
• Discussions about how you wish to structure your estate plan and dispose of your property.
• Advice on how to minimize the impact of taxes.
• Recommendations for alternative estate planning techniques.
• Preparation of the documents necessary to carry out your chosen estate plan; and
• Analysis of the tax impact of your proposed estate plan.

Kimera Law Firm has experience in advising clients and drafting comprehensive estate planning documents. Our knowledge of the tax code and its implications on your estate is invaluable when it comes to drafting an estate plan that will maximize the preservation of your wealth.

A comprehensive estate plan consists of a:

• Will
• Revocable Living Trust
• Durable Powers of Attorney for Assets
• Advance Healthcare Directives
• Nominations of Guardians

When properly executed, these four documents can ensure a smooth transition for your loved ones and ensure that your wishes are carried out if you die or become incapacitated. With properly drafted estate planning documents, your heirs should not have to hire an attorney or go to probate court. This will save them thousands of dollars and years of bureaucratic headaches.

Visit FAQs for Estate Planning