A Will allows you to nominate an Executor and direct distribution of personal and real property and other investments to a spouse, children, heirs, and select charities.  A Simple Will is often sufficient, but it must be properly prepared and executed if it is to have effect.  In today’s internet age electronic data base accounts need to be specifically addressed.  A simple Will should be supported by a Power of Attorney and Healthcare Directive.  Those with minor children should consider adding a Contingent Trust provision.

A Contingent Trust comes to life in the event minor children or even college-age children are orphaned.  They provide professional money management and conditional access to an inheritance.  A Will should be supported by a Power of Attorney and a Healthcare Directive.  If your net worth at death will likely be greater than a 1.3 million dollars, your estate plan should consider estate tax avoidance planning.  The advice of a CPA may be needed.  Mr. Kelly can guide you through the estate planning process, in a manner that is efficient and prepare the documents you need at a reasonable cost.  Please call for an appointment.