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Estate Planning


Estate planning is more than a singular event. It is a life process. It involves personal goal setting and decision making combined with the counsel of an attorney and other professionals, including accountants, life insurance agents and financial planners. Your attorney should be familiar with your family’s concerns, assets and your own personal life goals. Estate planning can cover much ground, from the transfer of your property at your passing; to naming Guardians for minor children; to planning for your own or your spouse’s incapacity. A good estate plan should reflect a thorough consideration of your desires and concerns, as well as relevant tax law, probate avoidance measures, and financial planning techniques. Estate plans are often comprised of more than just a Will. A comprehensive estate plan should be designed to meet several goals, and plan for several events, some of which may never even occur. At Guertin and Guertin, LLC we encourage our clients to share their life goals and dreams with us, and then we design a plan to meet those goals and dreams.


Estate Planning   •   Asset Protection   •   Charitable Planning   •   Probate Administration   •   Medicaid Planning   •   Premarital Planning