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Natasha M. Patton JD, MBA, LL.M 
Attorney at Law

Tax and Estate Planning 

What is Estate Planning?

Estate planning is establishing a formal, legal plan in the event of a crisis, incapacity, or death. You may wish your surviving family members or other loved ones to inherit all or part of your estate. Or perhaps you are partial to a public charity or a private foundation and would like to set up a trust to ensure that they have the resources to continue their work. Creating a set of legal estate planning documents that spell out your plans will ensure that your wishes are fulfilled. Having a formal estate plan can provide peace of mind ensuring your assets go to whom you want. Your loved ones won’t have to navigate through the complexities of the legal process, and instead can focus on keeping your memory alive.

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