Estate planning is the preservation and distribution of your assets, during your life and upon your death. A good estate plan will protect you and your family in case of temporary or permanent incapacity and organizes a smooth transfer of wealth upon your death. Yahne Miorini counsels clients with modest to multi-million-dollar estates including non-U.S. citizens with overseas assets. A standard estate plan includes the preparation of the following documents:
- General Durable Power of Attorney (financial power) and Limited Power of Attorney (when necessary)
- Advance Medical Directive (medical power) with a Living Will
- HIPAA Release (medical information release)
- Last Will and Testament (sometimes combined with a Revocable Trust)
- Tangible Personal Property Directive
- Funeral Instructions (optional)
Whether you are just getting started or you have existing documents that need to be reviewed and updated, we will meet with you and discuss what works best for you and your family. For families with young children, we address guardianship and inheritance management issues. We are dedicated to providing personalized service and quality representation. Because of our experience, we can spot potential issues in your estate plan and create documents which address those issues. We also offer knowledgeable guidance for trustees and executors to make sure that your wishes are carried out.
Miorini Law PLLC offers more complex estate planning including special needs trusts, pet trusts, life insurance trusts, trusts for children and grandchildren, and trusts specifically focused on tax planning.
Basic Estate Planning
Providing for Minors
Power of Attorney
Advance Medical Directive
Tangible Personal Property Directive
Advanced Estate Planning
There are many well-established strategies that can reduce or eliminate estate taxes, but you must carry out the planning process while you are alive and have the mental capacity to do so in order to implement these plans.
You need to be aware that many states have separate estate and inheritance taxes as well as assets protection standards. If you own property in more than one state, your taxable estate may be subject to the taxes of more than one state.
Advanced Estate Planning includes tax planning through your Will or Revocable Trust, gifting strategies and creation of irrevocable trusts.
Tax Planning for Estate Tax due Upon Death
Tax Planning During your Life to Reduce your Estate Upon Death
Other Estate Planning
Estate Planning for your College Student
Frequently Asked Questions
Links to Other Practice Areas
Estate and Trust Administration / Probate
International Tax and Planning
Special Needs Planning
For further information, please call Miorini Law, PLLC at (703) 448-6121 or send an email to firstname.lastname@example.org