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ESTATE PLANNING

ESTATE PLANNING

Estate planning involves the ultimate disposition of your assets after death and it allows you to make provisions for health crises during your lifetime. Our detail-driven estate planning attorney carefully reviews your individual circumstances and determines which solutions best meet your estate planning requirements.


At its bare minimum, a Last Will and Testament provides written instructions for how you want assets and property to be distributed after your death. Trust arrangements may be designed to work with a will or in place of one. These arrangements generally offer more flexibility in asset protection and tax planning, and they typically avoid probate.


Though there are literally hundreds of different types of trust arrangements, the following are some basic definitions:


  •  – Revocable Trust – These trust arrangements are created while you’re alive and direct how your assets will be distributed upon your death. You can terminate this arrangement or make changes all the way up until your death.

  •  – Irrevocable Trust – These arrangements are essentially permanent once created. They may not be edited or terminated.

  •  – Testamentary – You create a trust within your will which come into being following your passing. It’s revocable while you are alive, just as your will is, but becomes irrevocable once you pass away.


In our experience, the most effective method for successful wealth planning and preservation is investing the time to learn about your long-term goals, family situation, business holdings and insurance coverage to ensure we understand the big picture before recommending a course of action.


Each wealth plan we devise is unique because each client’s current circumstances and long-term goals are different.

What you need is a trusted advisor who helps you make the very best personal, financial, legal, and business decisions for your family throughout your lifetime and is there to guide your loved ones when you can’t be.


Bianchi Fasani Law will be that trusted advisor

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