Estate Planning is often misunderstood. Some people think it only involves preparing a simple Will. Some think it only involves preparing a Will or a trust. How hard could that be? But it entails so much more than that. It involves coordinating all the various aspects of a person’s assets so they achieve the goals of the person. Typically, this involves a Will and / or a trust. But it also involves coordinating beneficiary designations on life insurance, IRAs, retirement plans, etc. It also includes planning during lifetime for the person’s incapacity. Increasingly, it may also involve planning for qualification for public benefits, either for the client (for Medicaid) or one of the client’s loved ones who has special needs. In considering how to plan, many different considerations may come into play, including various tax and property issues.
The Questions of Estate Planning, Part 2: What?
About Swier Law Firm's Estate Planning & Probate Practice Group
- Estate Planning: Wills & Living Trusts
- Legacy Planning
- Family-Owned Businesses & Farms
- Powers of Attorney & Living Wills
- IRA & Retirement Planning
- Asset Protection & Business Planning
- Special Needs Planning
- Trust Administration & Probate
Take a look at our valuable estate planning books and articles. Our materials are full of tips and advice. All materials are written by the law firm's nationally recognized estate planning attorneys and provide detailed South Dakota-specific information designed to help anyone with estate planning issues. You can request your free copy by clicking on the book cover below.
About Swier Law Firm
As one of South Dakota's leading law firms, Swier Law Firm delivers creative and custom legal solutions to local, regional, and national clients of all sizes. The Firm thrives on delivering exceptional legal services for clients with high expectations. With offices across South Dakota, Swier Law Firm stands apart based on our nationally recognized experience, responsiveness, and results. We offer numerous locations throughout South Dakota and provide innovative legal services while keeping our client’s needs in mind.
The Firm's wide range of practice areas enables us to maintain cutting-edge experience and in-depth knowledge of the challenges faced by our clients so that we can provide the most effective legal solutions.