Estate planning is one of the most important and effective processes you can take to ensure that your final property and health care wishes are honored. It is a process to protect yourself and your loved ones. Unfortunately, the process is often overlooked or delayed. A comprehensive estate plan provide for the expected and unexpected. It resolves a number of legal issues that arise under disability or death.
We can assist you whether you need to revise an existing will or create a comprehensive estate plan from scratch. Your estate consists of all property owned by you at the time of your death, including real estate, bank accounts, stocks and other securities, life insurance policies, personal property such as automobiles, jewelry, and artwork.
Effective estate planning is more than the preparation of wills and trusts; it includes estate and gift tax planning, along with resolving critical questions such as:
- How can I ensure my health and property needs are protected if I am temporarily or permanently disabled?
- Who will receive what when I pass?
- What funeral arrangements are appropriate?
- Does a personal guardian need to be appointed to care for minor children?
- What real and personal property do you own?
- What is the state of your financial affairs?
- How do I provide a gift for my church or favorite nonprofit after I pass?
- How much tax will need to be paid in order to transfer property ownership?
High net worth family succession plans should adequately addressing the current and expected needs of multiple generations of family members, while managing tax liability.
We counsel and represent clients in a number of estate planning matters including:
- Will Drafting
- Trust Formation
- Asset Protection and Transfer
- Estate Administration
- Conservatorship Administration and Litigation
- Guardianship Administration and Litigation
- Special Needs Planning
- Power of Attorney Matters (Health Care and Property)
- Documents necessary for designating the person of your choice to make decisions on your behalf
- Probate Litigation