Estate planning encompasses a broad range of planning for the future, including future lifestyle, and responsible planning for death or disability. A good estate plan
provides the client with peace of mind, and provides the client's agents, family, and friends with instructions on what the client's wishes are as to his or her property.
Estate planning documents may include Wills, Trusts, Powers of Attorney (financial and medical), Living Wills (if any), Organ Donation Instructions (if any), and Burial/
Cremation Instructions. They may also include Beneficiary Agreements, Contracts, Prenuptial Agreements/Marital Agreements.
Estate planning usually includes planning for taxes, planning for people who are dependent upon the client, and planning for emergencies.
At David S. Rolfe, LLC, we regularly employ sophisticated estate planning techniques for estates of every size. Just as often, we do not need to use sophisticated
techniques and prepare "simple" estate plans for clients. We determine the best plan for each individual in consultation with him/her.
We handle many aspects of estate planning, including wills and trusts.