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Are Your Ducks In A Row?

October 15th -19th is National Estate Planning Awareness Week. During this week, we are reminded that estate planning involves the creation of documents such as trusts, wills, financial powers of attorney, and health care powers of attorney to allow for the support of financial and health care decisions during life and after death. There are other aspects of estate planning that deserve to be highlighted as well that are no less significant than the creation of these basic documents.

Below are some of the areas of estate planning Carlile Patchen & Murphy’s Family Wealth & Estate Planning Group can help you with:

  • Reviewing documents every three years or after a major life event (marriage, divorce, death of a family member, birth of a family member) to ensure they remain consistent with your intentions.
  • Business succession planning
  • Prenuptial agreements
  • Charitable giving, including the creation of a foundation
  • Modification of irrevocable trusts
  • Tax planning (income, estate and gift)
  • Planning for special needs individuals
  • Adoptions
  • Advising trustees and other fiduciaries regarding proper trust administration
  • Planning for non-citizen spouses
  • Guardianship and conservatorship for minors and for incapacitated adults who do not have financial and health care powers of attorney documents in place
  • Formation of closely held businesses
  • Administration of trusts and estates
  • Filing estate and gift tax returns and fiduciary income tax returns

Call us at 614-228-6135 or visit www.cpmlaw.com for more information.


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