Estate Planning

Simply put, an estate plan is the way you plan for the future. An estate plan is the way that a person transfers their wealth to future generations. An estate plan can be used to select another to make financial decisions on your behalf in the event you are unable to do so. If you have young children, an estate plan gives you the opportunity to designate a guardian for your children in the event of your death. Estate plans can also be used to , to minimize estate taxes, to minimize the risk of future family conflict, and to provide for others who cannot care for themselves. Without an estate plan, a court, in accordance with state law, may be responsible for deciding what will happen to your wealth and who will receive it upon your death, whether or not those are your wishes. Through such devices as wills, trusts, powers of attorney for finances, Cohen & Winters assists individuals and families in providing for their financial futures and the future of their loved ones.

An estate plan can also allow you to direct who will make medical decisions if you become unable to do so yourself. An estate plan lets you designate what treatments you want or do not want should you become terminally ill. Cohen & Winters routinely prepares durable powers of attorney for health care and living wills so that individuals may formalize their wishes for medical care and treatment.

To develop the estate plan that is right for you, we will analyze your financial and personal situation, and work with you to design an estate plan to accomplish your wishes.  We will then sign and witness the documents with you as the law requires and store them securely here in our office for you to assure that the documents won’t be lost or misplaced when you or your trusted appointees need to access them.

You may call our office at (603) 224-6999 or fill out this form to set up a free consultation.