What is estate planning?

Estate planning is the process of planning for the management and disposition of your assets when you are unable to manage your own affairs and when you are deceased.  While many people think estate planning is about assets or minimizing taxes or avoiding probate, we believe it is much more.

It is about accomplishing your goals during life and beyond.  For many, this means taking care of those you love with everything you have.

We use the following definition of Estate Planning:

  “I want to control my property while I am alive and well, I want to take care of me and my loved ones in the event that I become disabled, and then I want to give what I have to whom I want, the way I want, and when I want while paying the minimum in court costs, taxes and professional fees legally possible.”

Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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