ESTATE PLANNING

Wills and Trusts

Having a will or trust in place allows you peace of mind in knowing your assets are going exactly where you want them. A will gives clear direction to the probate court about how you want your assets handled. A trust can keep the entire process private and can avoid probate altogether.

Trusts (Revocable Living Trusts, Irrevocable Trusts)

There are many considerations in estate planning, including, how to plan for blended families; tax planning considerations; creditor issues; gift tax planning; ensuring that beneficiaries are mature enough to inherit; and maintaining control of how your assets will be divided. Trust planning can help not only with these issues, but others that may arise, helping to keep your affairs private and out of probate. Consulting with an attorney now, can help avoid legal pitfalls later.

Planning for Parents of Minor Children

With parenting comes a very busy life, and planning for the future often gets lost in the shuffle. Life, however, can change at any a moment and having a clear direction for the care of your children in the event of a major event, will protect your entire family and ease any uncertainty.

Preparing for Potential Incapacity

Ensure your healthcare wishes are clearly defined. It is essential that only those you choose have a say in your health planning should you no longer be in the position to make those choices. Planning now for any potential future issues will provide security and give you an advanced say in any care you need to receive.

Special Needs Trusts

Specialized planning is necessary for children or adults with disabilities to ensure they are able to maintain government benefits. Without specialized planning, any inheritance or monies from a settlement or lottery winning could disqualify the individual with a disability from government benefits.

Individualized Planning

We work with our clients to find the very best estate planning option to meet their needs. We offer multiple planning options depending on the complexity of the estate. We recognize that each individual and family has their own needs and priorities, and we will work to customize a plan that’s right for you.