Everett Estate Planning Attorney                            877-503-1004

Estate planning, or deciding on where you wish your assets to go upon your death, is important for your family’s stability, protection of family wealth, charitable giving, and planning for the care of loved ones. Unfortunately, estate planning is also an issue in life that people either choose not to deal with at all or procrastinate until it is too late.

The term “estate planning” encompasses a variety of planning tools. One example of an estate planning tool is a Durable Power of Attorney. A Durable Power of Attorney can be used for both financial and medical decision making in the event one is unable to make those decisions. These are also helpful in avoiding the necessity of establishing a guardianship which can be both costly and time consuming.

Other estate planning mechanisms include wills and/or trusts which provide for transfer of your wealth upon death. There are also planning possibilities in transferring your property without the necessity of probate in certain circumstances; to potentially reduce death taxes which would otherwise be paid needlessly; and, to assuring that minor children are cared for by the persons whom you want, in the way that you want. Additionally, estate planning can be used to assist in obtaining, in the right circumstances, governmental assistance for the elderly.

Estate planning at Bell & Ingram, PS

Our firm excels in servicing clients from a broad spectrum of both wealth; family situations; and clients with varying short and long term goals. By listening to our clients and presenting a variety of estate plan options, clients are assured that we can develop and implement an estate plan that best fits their needs. Whether the client’s needs are best served by a simple will or a sophisticated trust, our firm is capable and confident in its ability to serve those needs.