What Is Estate Planning?

Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there.  Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.

Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will (also called an Advanced Directive)

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Pet & Gun (NFA) Trusts

Life Estate Deeds

A life estate deed is a powerful estate planning tool. It transfers title to real property directly to the named beneficiary (or “remainderman”) while reserving the right to live at the property for the duration of the grantor’s (now the “life tenant”) life. This transfer supersedes any different provisions in the life tenant’s will.

What Clients Are Saying…

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Questions Your Attorney Will Ask You…

 List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

  A recent bank statement

 List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

  A copy of the deed to any real estate you own – if you can find it

 Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

 Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

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Satellite Office

📍 873 Warwick Ave. Suite 2B, Warwick, RI, 02888

We Service All Towns In Washington County Rhode Island

• Charlestown
• Exeter
• Hopkinton
• Narragansett
• New Shoreham
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• Richmond
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And All Neighborhoods:

• Alton
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