Wills and estate planning should be a part of everyone's financial planning. They provide protection both during a person’s life and after they pass away.
Estate planning is more that just a will, it is the review of a person's personal and financial circumstances, an understanding of their testatmentary wishes and objectives and the tailoring of strategic solutions to meet their estate planning needs.
This can involve the review of family trusts or business structures, the implementation of shareholder agreements or testamentary discretionary trusts or simply preparing an enduring power of attorney.
Thomas Kelly, Jr.'s areas of expertise include:
- Simple wills
- Complex wills and trusts
- Estate tax
- Irrevocable trusts
- Family businesses and business succession planning
- Power of attorney
- Healthcare directives
- Asset protection strategies