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ESTATE PLANNING PROCESS

ESTATE PLANNING PROCESS

March 20, 2018

ESTATE PLANNING is the process of arranging details of a person’s life, for the management and disposal of that person’s estate during the person’s life and at death. We strive to simplify the ministerial, or business aspect, of coping with a family member’s death during such an emotionally charged time. The processing of paperwork can be overwhelming enough, without having to then decide how assets and property will be distributed. Much stress and family strife can be avoided by the careful consideration and execution of legal documents such as a Last Will and Testament, Revocable and Irrevocable Trusts as well as the Durable Power of Attorney, Health Care Proxy, HIPPA Release and Living Will. Our analysis includes not only a detailed evaluation of the estate, but also a thorough and farsighted understanding of the beneficiaries, for example minors, the disabled and those with potential creditor issues. Our extensive experience allows us to develop a personalized estate plan for each client, one that minimizes estate taxes as well as associated expenses such as probate and unnecessary legal fees.

Click her for a set of power point slides on what is Probate and more….Estate Administration Less Okrent_0720.

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Clients of David R. Okrent
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Estate Planning
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