Estate Planning Overview


Estate Planning Overview

What is Estate Planning?

Panagopoulos Embry defines “Estate Planning” as the comprehensive practice of documenting the client’s intentions and organizing the client’s assets in a manner which ensures the client’s intentions are carried out and the management and benefit of those assets during the lives of the client and their loved ones are optimized.

That practice generally involves employing well settled legal principles and techniques including but not limited to: Wills, Powers of Attorney, Revocable Trusts, Irrevocable Trusts, Charitable Remainders, Trusts for Children, Supplemental Care Trusts, Business Entities such as the Corporation-LLC-or Partnership. In many instances it will be appropriate to use a combination of these techniques to effectively carryout the client’s Estate Plan.


When Should I Start My Estate Plan?

It is never too early to start planning your estate. Once a person reaches the age of majority and has the lawful capacity to implement estate planning measures such as those described above, they should. Doing so early is the only way to ensure that those protections you desire will be effectively in place and your personal intentions will be carried out in the event of death or incapacitation. Whether you are 18 or 81 Panagopoulos Embry can help you establish an appropriate Estate Plan.


Our Estate and Business Planning Division

At Panagopoulos Embry we work with our clients to help those clients put effective plans in place which allow the client to transfer & preserve wealth, as well as maintain orderly and efficient administration of their estates both during their life and after.

Our range of services includes:

  • Advising Clients on Planning Matters;
  • Framing and Drafting the various documents, structures, and entities; and
  • Representing Executors, Trustees, and Beneficiaries, in administrative matters and legal disputes.