Estate Planning and Administration

Estate Planning is looking at distinct time frames in your life.   We start the process working with you to define what would happen if you lost the ability to make decisions for yourself regarding health care and finances, while you are alive. We then assist you to explore who you would want to assist you with these decisions and successor people in case your primary people are unable or unwilling to assist you. We then ask you to think about the important people in your life and how and what you would like to leave regarding your legacy after you pass on.

We thoroughly explain each of the legal documents that can assist you, i.e., power of attorney, healthcare proxy/living will, last will and testament,  revocable and irrevocable trusts and sophisticated long-term care and tax planning.

We explore what your goals are and work with you to achieve them.  We also have executor and trustee workshops to assist you if you find yourself in one of these fiduciary positions.

For a free consultation and to discuss your Estate Planning and Administration needs, contact LaMagna McKenna PLLC today