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Amid changing laws, fluctuating assets and evolving definitions of family, having a current estate plan is especially important. Making informed decisions today about essential matters like your will, power of attorney and health care agent can help you protect the people you care about most. At Cartier & Bower, LLC, we can guide you through the planning process and help you understand the options that are best suited to your needs.
Regardless of your financial situation, your family will always be your greatest asset. Leaving them clear instructions about your final wishes can save them time, money and a lot of stress. Working together, we can craft solutions that will honor your planning goals and make use of the best options available for achieving them.
Our clients who have significant personal or business assets often want to preserve their wealth for succeeding generations. For these individuals, we can recommend an array of sophisticated planning techniques, such as titling assets strategically, forming trusts, and preparing tax-avoidance instruments.
Regardless of your financial situation, your family will always be your greatest asset.
Whether you are single, married or part of a domestic partnership, an effective estate plan will help you prepare for whatever lies ahead. Our services include the following:
- Last Will and Testament
- General (Financial) Power of Attorney
- Advance (Healthcare) Directive
- Revocable Living Trust
- Irrevocable Trust
- Charitable Remainder Trust
- Life Insurance Trust
- Special Needs Trust
When the time comes, Cartier & Bower, LLC also provides professional estate-administration services to help guide the Personal Representative (Executor) through the probate process. We can help marshal the estate assets, prepare an inventory, negotiate with creditors, set up testamentary trusts, and distribute assets to the beneficiaries. Many clients name us as Personal Representative or Trustee in their estate-planning documents – a testament to the confidence they place in us to settle their affairs and carry out their wishes. In the event that a will or trust is contested, our firm stands ready to help with aggressive estate-litigation services.