Estate Planning

Proper estate planning involves developing strategies for both your short term and long term future. The short term plan should ensure you maintain ownership of your assets for as long as is necessary to live comfortably. Trusts are commonly used in this stage of estate planning.

The long term plan should manage how your assets are to be distributed upon your death or becoming incapacitated.  With these goals in mind, Attorney Casey works with clients to design a practical estate plan that .  

Attorney Casey routinely assists clients with wills, preparing trusts, drafting durable powers of attorney, issuing health care proxies and antenuptial agreements.

The first step in a well-designed estate plan is performing a complete and thorough analysis of your estate. This involves many areas of the law and requires coordination with other estate planning professionals like accountants and financial advisers. Attorney Casey assists clients in a variety of estate planning documents including but not limited to: drafting and executing wills, revocable and irrevocable trusts, durable powers-of-attorney and healthcare proxies.