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Estate Administration & Planning

estate planCompetent and well thought out estate planning isn't just for the wealthy.  You don't need to own a massive estate to benefit from creating a sound financial plan or to realize some of the advantages that were once reserved for the very wealthy.  Whether or not you realize it, you already have an estate, which is merely a way of describing your total assets.  A sound estate plan will take into consideration both your desire to protect your assets and your plan for inheritance.  You don't need to be listed in Fortune Magazine to be concerned about making sure your assets are distributed according to your wishes.

The perfect estate plan, above all else, is personal.  Trapanese & Trapanese’s experienced estate planning attorneys can do more than list your options.  Knowing which plans and methods can best help you achieve  your personal objectives and how to implement them separates an excellent plan from a merely functional one.  You may be familir with living trusts, wills, and maybe even the federal gift tax laws, but knitting them all together in a plan that meets your needs is best handled by competent legal counsel. 

To make sure that your assets are secured, and that they will go to those you choose to receive them, requires a sound estate plan.  No plan of this type can come about by accident, through non-attorney "trust services", or through internet forms and self-help software.  A qualified estate planning attorney can help you acheive your goals and provide a solid plan to retain your assets.