About Us
What is estate planning?
What is included in a comprehensive estate plan?
What is estate planning?
Estate planning is the process by which a person arranges for the distribution of their property and assets upon their death. Many people die without ever doing an estate plan because they think that they do not have sufficient assets to “need” an estate plan. A well-crafted estate plan provides much more than asset distribution. It can
Estate planning is the process by which a person arranges for the distribution of their property and assets upon their death. Many people die without ever doing an estate plan because they think that they do not have sufficient assets to “need” an estate plan. A well-crafted estate plan provides much more than asset distribution. It can provide for your family, ensure that your wishes are carried out, and give you peace of mind knowing that minors and other loved ones are protected after your passing.
The Process
What is included in a comprehensive estate plan?
What is estate planning?
We will work closely with you to understand your family, your financial situation, and your goals. Then our firm will create customized estate documents designed to protect your assets and achieve these goals. We also talk through personal considerations with respect to anticipated financial changes and sensitive family issues with a co
We will work closely with you to understand your family, your financial situation, and your goals. Then our firm will create customized estate documents designed to protect your assets and achieve these goals. We also talk through personal considerations with respect to anticipated financial changes and sensitive family issues with a consideration and compassion. As your financial situation and family change, our firm can amend your will and other estate planning documents in a cost-effective manner.
Our firm also has experience for people with large estates and those with complex issues. We create trusts designed to meet goals such as minimize estate taxes, protect minor children with special needs, and to minimize the impact of Medicare and Medicaid recapture.
What is included in a comprehensive estate plan?
What is included in a comprehensive estate plan?
What is included in a comprehensive estate plan?
Documents included in a comprehensive estate plan include:
- Revocable Living Trust
- Pour Over Wills
- Durable Powers of Attorney for financial powers in the event of incapacity
- Advanced Health Directives
- Asset transfers
- Explanatory materials regarding your estate planning documents, including funding instructions, location lists, and personal prope
Documents included in a comprehensive estate plan include:
- Revocable Living Trust
- Pour Over Wills
- Durable Powers of Attorney for financial powers in the event of incapacity
- Advanced Health Directives
- Asset transfers
- Explanatory materials regarding your estate planning documents, including funding instructions, location lists, and personal property disposals
Comprehensive estate plans for single individuals start at $2,500 and at $3,000 for married persons who wish to create a joint plan.
Dixon Williams also creates many other types of trusts and entities when developing comprehensive estate plans for individuals, including irrevocable and special needs trusts and family limited partnership trusts. Please contact us to learn more about pricing.