Square Law PLC

Estate Planning

 

Good estate planning is more than just preparing a will.  Estate planning involves the transfer of your wealth both after you die, as well as during your lifetime, in order to carry out your individual goals most effectively.  The three primary objectives of a good estate plan are:

 

Transfer of assets

Protection of assets

Minimization of taxes and costs

 

But I have a will; isn’t that enough?  Having a simple will is not sufficient estate planning. However, a properly drafted will that works in conjunction with other instruments will often allow you to achieve the objectives of a good estate plan.  Without proper planning, a simple will cannot minimize your tax liability or offer asset protection from your children’s creditors. We will help you determine if a revocable living trust, or other estate planning technique, makes sense for you.