Estate Planning
Estate planning is not just planning for distribution of assets after
death; it’s making arrangements in the event of illness or
physical and mental incapacitation. Such arrangements may include
designating someone
with power of attorney who can handle your financial affairs, and designating
someone durable power of attorney, who can make decisions regarding
medical
treatment, and act as patient advocate.
DeMent and Marquardt will develop an plan appropriate to your situation,
which will increase and maintain your and your family’s financial
security by arranging for the conservation and transfer of wealth in the
most tax-efficient way.
As a component of your estate plan, DeMent and Marquardt will establish
a process for administering the trust and settling your estate, including
marshalling assets, paying final expenses, and distributing wealth according
to their wishes after you have passed away.
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