When it comes to your family and property, planning for your future is essential. Taking the time to plan for life’s expected (and unexpected) events will help protect you and your family from unwanted expenses, delays and headaches. Let's face it, planning for death or incapacitation isn't a fun subject to discuss. However, it's a topic that should be addressed as soon as possible to make sure that future decisions about your health and property are made according to your own terms and conditions. We’re here to help so contact us today to schedule a consultation.
We strive to have the best client service and recognize that scheduling a time to drive to our office may be difficult for you due to your busy work/family schedule or physical condition. Therefore, we are happy to make house calls and work around your schedule. Great relationships are forged on trust, clear communication, and exceptional service. Our goal is to provide you with the best legal options while preserving family harmony and fine-tuning your plan as your goals might evolve and change.
Here are some of the estate planning services we offer:
Deciding how your assets will be distributed upon your death is an important step in the estate planning process. Having a fully executed will in place upon your death will help assure that your assets are distributed in the manner you have designated and approved.
Revocable Living Trusts
Avoiding the costs and administrative hurdles of the probate process is one of the key motivating factors for having a revocable living trust (RLT). A RLT is one of the cornerstones of estate planning and efficiently lets you and/or your spouse retain control over your assets during your lifetime, designate specific beneficiaries to receive your estate after you pass, and avoid thousands of dollars and months (or years) of time administering an estate in Probate Court. Oftentimes, it is believed that you only need a RLT if you have a large estate. However, RLTs can benefit parties with small and large estates
Powers of Attorney
Powers of attorney regarding decisions about your health and finances are essential to your estate plan so that your family and friends clearly understand and respect how you want to be treated if you're unable to make decisions on your own. We will work with you to prepare appropriate powers of attorney, whether it be a durable power of attorney to assist with future financial decisions or a health care power of attorney to address decisions related to your health and well-being.
There are various methods to ensure that your assets are protected to the fullest extent available under the law. With years of experience counseling clients about available state exemptions and other business planning strategies, we can clearly explain and recommend the best options you have to protect your assets so you can plan accordingly for your future.
Probate is a legal process used to finalize a deceased’s estate. During the probate process, a deceased's assets are administered, creditors are paid, and property is distributed pursuant to the terms of a deceased’s will or according to state statutes. Depending on the size or complexity of the estate, probate can be costly and oftentimes take months or years to finalize. For smaller estates, the deceased's heirs may be able to use small estate affidavits to collect personal property and/or claim an interest in real estate and avoid going through probate. However, with proper estate planning the time-consuming and costly probate process can be avoided.