The purpose of estate planning is to develop a plan to transfer the wealth accumulated during your lifetime. It is important to make sure that your loved ones are adequately provided for and protected. This may involve consideration of trusts for minors or those with special needs, or strategizing to minimize estate taxes. There may be issues with blended families, unmarried partners, and the concerns regarding children from a previous relationship and protecting the current surviving spouse. There may be a family business. Clients may have charitable and philanthropic interests

It is vital that your estate plan reflects your present situation and addresses your concerns. It is your legacy. Make sure that your affairs are in order so that after you are gone, there is no confusion or unnecessary anxiety to burden your loved ones. It is important to update and review your estate plan frequently because circumstances change.

Hehir Esquire is committed to helping clients develop a plan to transfer their wealth to their family or other beneficiaries, and to create a seamless and effective process. There are many issues to consider in every estate plan, and every situation is unique. Judith works closely with her clients and their advisors to create a plan that addresses each client's concerns and tailor his/her individual needs.

At Hehir Esquire, we understand that navigating the estate planning or trust administration process can be an intimidating experience. To help you get started, we have developed some worksheets that you may download, print and complete.

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