© 2019 by Burns Law Offices, P.A.

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A “comprehensive” Estate Plan is one that personalizes every aspect of planning for the disposition of “your” assets, “your” desires, “your” family situation and “your” needs. 

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At Burns Law Firm we think that a “comprehensive” estate plan must include such things as:

  • A review of the character of your property (community property or separate property) and existing property agreements (if any); 

  • Discussions about how you wish to structure your estate plan and dispose of your property; 

  • Analysis of the tax impact of your proposed estate plan; 

  • Advice on how to minimize the impact of taxes; 

  • Recommendations for alternative estate planning techniques; and

  • The preparation of the documents necessary to carry out your chosen estate plan. 

 

Burns Law Firm has several years of experience in advising clients and drafting comprehensive estate planning documents. Our knowledge of the tax code and its implications on your estate is invaluable when it comes to drafting an estate plan that maximizes preservation of your wealth for generations to come.

At a minimum, a comprehensive estate plan consists of a:

  • Will

  • Revocable Living Trust

  • Durable Powers of Attorney for Assets

  • Advance Health Care Directives

  • Nomination of Guardians