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Estate Planning

Estate planning is an important process that everyone should consider, regardless of their age or financial situation. It involves making decisions on how you want your assets to be distributed after your death, as well as who will care for you and make important decisions on your behalf if you become incapacitated. We can help maximize your legal safety and make sure your loved ones are protected.

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Common Question

Why Is Estate Planning Important?

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Caring For Your Family

One of the important reasons to engage in estate planning is to ensure that your family is taken care of in the event of your death or incapacity. By setting up a will or trust, you can designate a guardian for your minor children, make provisions for their care and education, and ensure that they are financially supported.

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Peace of Mind

You can also designate someone to make important medical and financial decisions on your behalf if you become incapacitated, giving you peace of mind that your affairs are in order.

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Avoid the Probate Process

Another important reason to engage in estate planning is to avoid the probate process. Probate is a legal process that occurs after someone passes away, during which a court oversees the distribution of their assets. This process can be time-consuming, expensive, and emotionally draining for your loved ones. By setting up a living trust and transferring your assets into it, you can avoid probate entirely and ensure that your assets are distributed according to your wishes.

Are They For You?

Revocable Living Trusts

If you're considering setting up a revocable living trust, it's important to have a clear understanding of what it can and cannot accomplish.

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Structure For Managing Your Assets

A revocable living trust provides an organized structure for managing your assets in the event of incapacity, as well as after your death. There are multiple reasons why a trust could be a good document to have, including avoiding probate, possibly reducing your tax liability, keeping the details of your estate private and protecting your property for certain beneficiaries.

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Make Sure You Work With the Right Team

While a living trust can provide significant benefits, there are also limitations to what it can do. To ensure that you're making the best decisions for your estate planning needs, it's wise to work with an experienced attorney like Greene Law PC.

We can help you understand the details of a living trust, answer any questions you may have, and guide you through the process of setting up a trust that meets your unique needs and goals.

What is it?

Succession planning

Succession planning will help you pass on your assets in a systematic way. Our team of experienced professionals will help you to ensure that your wealth and legacy are protected for future generations.

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Working With You

We take a strong client-focused approach when dealing with elaborate succession matters. Our experienced advisers work closely with you to understand your personal desires, your family matters and any complex relationships and expectations that need to be considered. We will support you every step of the way to help you minimize any risks to your legacy.

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