Wills & Estate Planning

Making a Will can be one of the most important undertakings in a person’s life.  A properly drafted Will can ensure that your family is adequately provided for in the event something happens to you.  It can determine who will be the guardian of your infant children and how they will be supported financially to adulthood.  A Will can also direct that certain family members or friends shall receive specific assets or cash gifts, that a trust be established for the benefit of those people, or that some of your estate be donated to charity.  The possibilities are nearly endless.

However, there is more to estate planning than simply drafting a Will.  There are additional steps you can take now to plan for the future, including setting up joint accounts, establishing a family trust, or adding your children to title to your property.  Estate planning may also involve considering what should be done in the event you are incapacitated and unable to manage your affairs.  A Power of Attorney or Representation Agreement may be what you need to address that situation.

Taylor, Tait, Ruley & Company can help you plan for the future.  We can ensure that your wishes will be made clear and implemented without being misinterpreted.  We will work with you to craft your Will, Power of Attorney, Representation Agreement, Family Trust, or all of these, and coordinate with tax and financial experts where necessary to maximize your estate value.