Estate planning is the process of arranging one's affairs so that the transfer of assets at the time of incapacity, illness or death is accomplished in a most efficient manner. In achieving this efficiency, one has to try to control both tax and non-tax factors. Non-tax factors consist of unnecessary expenses such as guardianship proceedings and probate proceedings. The need for a comprehensive estate plan, one which is tailored for your needs, increases as you reach your retirement years. Gary Thompson is highly experienced with trusts, wills, probates and POAs.
