Estate Planning

Estate Planning / Disability Planning / Wills / Trust


estate planningEstate planning can be a challenging task at any age or station in life.  The process typically involves working with professional advisors who are familiar with your concerns and goals, particularly how you wish to distribute assets at or before death.  Advisors may include your attorney, accountant/tax advisor, financial planner, life insurance advisor, banker and/or broker.  Common goals of estate planning include:

Controlling the disposition of your assets
Protecting your assets against estate tax, income tax, probate fees and creditors
Providing for your family and loved ones in the event of your incapacity or death
Minimizing delay and costs associated with estate administration / probate
Expressing your wishes with regard to medical care
Designating individual(s) to make medical and/or financial decisions for you if you become
        incapacitated 
Designating individual(s) to serve as personal representative(s) (formerly called, executor(s) to
        handle your estate administration.

 

The attorneys of Davis Frawley, LLC in Lexington, South Carolina, assist clients with both simple and complex estate planning matters.   In this practice area, we offer services and counsel related to the following:

Wills
Codicils
Trusts
Trust Amendments
Life insurance trusts
Irrevocable trusts
Revocable living trusts
Charitable trusts
Pourover wills
Disclaimer wills
Shelter trust wills
Lifetime Gifting / Intervivos Gifting
Annual Gifting Plans
Special needs planning
Powers of Attorney
Planning for incapacity
Probate avoidance 
Minimization of estate tax
Joint tenancy with right of survivorship
Life estate deeds
Asset protection.

 

Related: Estate Administration / Probate, Trusts / Trust Administration, Advanced Directives, Health Care Power of Attorney, Living Will, Durable Power of Attorney / Financial Power of Attorney, Guardianship and Conservatorship, Elder Law / Special Needs Planning


Estate Planning Resources

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