Wills
Mr. Steffan has been preparing wills for his clients for over twenty years. He features a standard "I love you" will, with reciprocal residuary dispositions for the husband and wife. If estate tax planning is needed, then he adds a disclaimer trust, which enables the equalization of the Husband and Wife's estates to fully utilize both of their Unified Credits. Health Care Proxies and Powers of Attorney are part of the Will package offered to clients. In short, all of the client's estate planning needs can be met.
Mr. Steffan has been preparing wills for his clients for over twenty years. He features a standard "I love you" will, with reciprocal residuary dispositions for the husband and wife. If estate tax planning is needed, then he adds a disclaimer trust, which enables the equalization of the Husband and Wife's estates to fully utilize both of their Unified Credits. Health Care Proxies and Powers of Attorney are part of the Will package offered to clients. In short, all of the client's estate planning needs can be met.