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Estate planning is the process of planning for the passing of property to loved ones or to a charitable, religious or educational institution. In addition to determining to whom property will pass, clients also have the opportunity to direct how it will be managed and when it will be distributed. For most, this is an ever-evolving process which will need to be revised and updated periodically throughout life.
Unfortunately, for many, estate planning is also something that is too often put off until another day. The attorneys of Bose McKinney & Evans who are members of the Estates and Wealth Transfer Planning Group understand that planning for what happens after a death isn’t a simple or easy process. They work with clients to put them at ease and simplify processes to help make talking about this difficult subject less troubling.