SERVICES OFFERED
LAST WILL AND TESTAMENT
LAST WILL AND TESTAMENT
LAST WILL AND TESTAMENT
A basic form of estate planning that outlines your wishes for disposition of your assets and names a guardian for a minor child.
REVOCABLE LIVING TRUSTS
LAST WILL AND TESTAMENT
LAST WILL AND TESTAMENT
Want to avoid probate? Value privacy? Desire more control over how and when your heirs receive distributions from your estate? A large estate isn't what makes a trust necessary, it's an interest in having a comprehensive plan that fulfills your legacy wishes.
POWERS OF ATTORNEY
LAST WILL AND TESTAMENT
PLANNING FOR BLENDED FAMILIES
If you're alive, but incapacitated and unable to make your own decisions, a durable power of attorney for finance and a healthcare power of attorney allows you to retain control over who you trust to make incredibly important decisions about how your finances are being managed and all aspects of your health, including end-of-life choices.
PLANNING FOR BLENDED FAMILIES
PLANNING FOR BLENDED FAMILIES
PLANNING FOR BLENDED FAMILIES
Proper estate planning is absolutely critical for blended families. There are numerous concerns to consider in regards to guardianship of minors, the protection of assets in the event a surviving spouse remarries, etc. by using various planning techniques including QTIP trusts.
SPECIAL NEEDS BENEFICIARIES
PLANNING FOR BLENDED FAMILIES
SPECIAL NEEDS BENEFICIARIES
Do you have a beneficiary that currently receives government benefits or may in the future? Proper planning is critical to maximize the potential to receive those benefits. Even if benefits aren't a concern and you have a beneficiary that may need special care and consideration as part of your legacy plan, a competent plan can help.
OTHER PLANNING ISSUES
PLANNING FOR BLENDED FAMILIES
SPECIAL NEEDS BENEFICIARIES
Not a U.S. Citizen? Have concerns about potential estate taxes? Distribution of business assets? There are estate planing tools and techniques to address all of these needs.
REVIEWS AND AMENDMENTS
REVIEWS AND AMENDMENTS
REVIEWS AND AMENDMENTS
We recommend that you review your estate plan every few years to remain educated on potential changes in the law that may impact your plan and to review anything that's happened in your life that may have changed your wishes in regard to distribution of assets and/or who will manage your estate.
TRUST FUNDING
REVIEWS AND AMENDMENTS
REVIEWS AND AMENDMENTS
Any estate plan requires upkeep. If you have created a trust, the trust only works properly if your assets have been properly added to the trust. Have you changed jobs, bought new real estate, received an inheritance? You may need to review if your trust is properly funded.
OTHER SERVICES
REVIEWS AND AMENDMENTS
OTHER SERVICES
Interested in starting a business (or have already started!) and want to limit liability and protect your assets? We can discuss various entities and assist with filing with the State, obtaining an EIN, etc.
While the firm focuses on estate planning, if you have questions about other legal needs, please ask. If we're not able to help, we'd be happy to refer you to one of the numerous attorneys that we trust!
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