ESTATE PLANNING

Edward M. Olson has many years of experience helping people plan for their future.  This includes estate planning.

Do you need a will?  Perhaps you need a living will (what we call a power of attorney for health care).  If you have minor children, then you will want to name the guardians for them.  If you have real estate and you wish to avoid probate, you may need a trust.

I have faced these issues, and many more, with my clients.  I can explain the options available and help you decide which ones works best for you.

If your estate is larger than the federal exemption for estate taxes, then you may want to set up a gifting program.  There are many options available depending on your situation and your family’s needs.

You may need to set up a guardianship arrangement for a child or an adult with special needs.  You may have questions about the way an existing trust, or custodian is handling your inheritance.

Edward M. Olson can custom design and develop the Estate Plan that meets your needs.  He can work with your financial advisors to make sure that your plan works the way you choose.