You have worked hard all your life to accumulate personal assets and we want to ensure that you pass on your legacy to you family, at the right time and in the manner you desire, rather than have your hard-earned assets be consumed by estate taxes, creditors and predators and probate expenses.

Estate Planning is as complex and varied as the people it serves. It is multi-dimensional and must be geared in a sensitive manner to the achievement of a variety of objectives: Wealth preservation and asset protection; avoidance of probate; elimination or reduction of estate taxes; prevention against the erosion of retirement distribution accounts to estate and income taxes; protection against the potential cost of long term care; management of assets in the event of illness or incapacity, to name but a few.

Definition of Estate Planning:

  • I want to control my property while I am alive
  • Take care of me and my loved ones if I become disabled
  • And give what I have to whom I want
  • The way I want and when I want
  • Furthermore, if I can
  • I want to save every last tax dollar
  • Professional fee and court cost legally possible
  • Comprehensive Estate Planning includes financial planning

Martha Patterson believes that estate planning includes planning not only for what happens if you die, but what happens if you don’t die but live with dementia, disability or disease. Further, estate planning should consider planning for those left behind making sure you protect your loved ones from creditors, predators and divorce. Your estate planning should plan for what happens if your spouse remarries, and should make sure that if you have a child with special needs or special challenges that you have a plan that will make sure that your child does not lose public benefits they are entitled to.

An Estate Plan should include a Will, Trust, Power of Attorney, and Advance Healthcare Directive.