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Everyone should have an Estate Plan to make sure that their family will be safe. Often, people don’t even realize what they have, what assets they have put together, and what their family will need in the event that something happens. With just a little bit of planning and working with us, you can make sure that not only will your family be safe in a stressful time, but also won’t have to deal with all of the financial and legal hurdles that could have been prevented.
It is our goal to help create the best Estate Plan possible, ensuring maximization of goals and minimum tax impact on the client’s estate. We provide a personal touch, meeting your family’s needs for the short and long term. We do all of this without charging you excessive fees. We strive to understand your needs to help determine if you simply need a Will & Trust or if we have to provide a combination of techniques to best suite your goals and situation.
The Legal Services We Provide
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This is the act of preparing for the transfer of a person’s wealth and assets after his/her death. It is a collection of preparation tasks like creating a Will & Trust to help one’s family better manage the individual’s assets that are left to them. It is a plan for one’s heirs. Continue >>>
It is our job to help you effectively manage the process after a loved one passes. There are assets to be distributed, debts to be paid, and legal/financial decisions to be made. We help smooth this over to help administer the decisions that were made in the Estate Planning. Continue >>>
If you have children or someone you take care of, then you will want to make sure that within your Estate Planning they are provided for the way you wish. We make sure your paperwork properly assigns a Guardian or Conservator to make the responsible decisions about care, financial provisions, and living arrangements for those that are left behind. Continue >>>
Some couples choose to protect their estate should a divorce occur by agreeing before marriage (pre-nuptial) or after marriage (post-nuptial) who will get which assets if the marriage is dissolved. Continue >>>
This is a letter of attorney written to authorize a person to represent or act on another’s behalf. This mainly pertains to private affairs, business, or other legal matters. It is a big decision to make and we help advise you and create the necessary paperwork to ensure that this authorization is prepared appropriately. Continue >>>
If you run a company, this planning will help you develop a succession plan that identifies the direction you wish it to take in the event of a disability, divorce, retirement, or death. This helps ensure that it will have little interruption or be faced with a complete shutdown in the event something happens. We can help you figure out the smoothest business succession plan possible for your personal Estate Plan. Continue >>>