Estate Planning

Estate planning is the process of arranging your financial affairs, and includes the use of legal documents for selecting decision makers who will handle your affairs in the event of your incapacity and after your death to distribute assets according to your wishes. Phoebe Moffatt recognizes that each client situation is unique. That is why each estate plan she prepares is designed specifically for you based on life circumstances, family situation, personal and business assets, and goals.

Approach & Implementation
Ms. Moffatt’s approach to estate planning is simple – she tailors each estate plan to meet the client’s individual financial and personal goals. She begins by consulting with her clients and helping them define their overall financial and personal objectives. This results in a personalized estate plan the clients understand. She drafts concise legal documents and provides personal consultation and explanatory letters to explain the proposed plans. As needed, she works with clients to have assets titled and transferred, and assists clients in completing forms to appropriately designate beneficiaries in accordance with their estate plan.

Throughout the process, Ms. Moffatt strives to implement an estate plan that provides a tax efficient way for her clients to achieve their goals. She discusses the various tax consequences associated with different types of estate plans and works with you to make a well-educated decision. State-of-the-art technology is used in making estate tax projections and preparing tax returns.

Services
Phoebe Moffatt assists her clients with a variety of estate planning services including:

  • Revocable trusts and wills
  • Durable powers of attorney
  • Healthcare powers of attorney and living wills
  • Planning for qualified plan and IRA assets
  • Minor’s and gift trusts
  • Limited liability companies

For clients requiring more sophisticated services, Ms. Moffatt can also provide assistance with:

  • Irrevocable life insurance trusts
  • Qualified personal residence trusts
  • Irrevocable gift trusts
  • Charitable trusts
  • Family limited partnerships
  • Succession planning for closely held businesses
  • Preparation of gift tax returns
  • Preparation of estate tax returns

Other Advisors
Ms. Moffatt believes that coordinating the effort of financial advisors is the most effective way to create solutions to her clients’ needs. She frequently meets with investment planners, accountants and other advisors, on behalf of her clients to ensure all aspects of the estate plan is properly implemented.

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