LB – Estate review / family planning

Overview of services – Fran Sisco is an accredited estate planner, accredited by the National Association of Estate Planner, and a long-time member of the Estate Council of Westchester County, Inc. and a prior board member for several years. For over 20 years, Fran has worked closely with attorneys, elder care lawyers, social workers and family members in assessing fresh approaches to matters involving:

A. Strategies for protecting wealth, transferring it, and reducing relating costs:

B. Documents and their design:

Wills

Trusts, including revocable living trusts, irrevocable insurance trusts, charitable trusts including lead and remainder types, special needs trusts

Powers of attorney, including durable and springing

Living wills and addressing particular heath issues

Health care proxies

C. Coordinating the above with aspects of income taxes, estate and gift taxes, life insurance, long-term care insurance, disability insurance, ethical issues, charitable intents, family relationships, etc.

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