Estate Planning
Estate planning is often overlooked as one of those things we will all get to “one day.” But taking the initial steps to plan for your death or incapacity can give you peace of mind now knowing that your family will be cared for and your property will be distributed properly. Each individual and family is unique though, and a one-size-fits-all template can cause serious problems down the road.
We take the time to get to know you and craft the right plan for your situation. Having the appropriate documents in place will help your loved ones through those tough times by eliminating any guesswork about your final wishes. Without proper planning, the result can be countless hours of undue stress, legal battles, and needless family turmoil.
Whether designing a first plan or revising an existing plan, estate planning can be an active and creative process which involves input and participation from the client, the attorney, and other trusted advisors of the client. Effective estate planning might involve just a simple will or it could require a combination of powers of attorney, medical directives, wills, trusts, property agreements, and beneficiary designations to produce an efficient, personal and meaningful transfer of assets.
Call us today so that we can start to get to know you and your needs. This is the first step to taking care of a much needed tool in everyone’s lifetime.
Probate
Administration of an estate after someone’s death involves important tax planning, dispute resolution, trust administration and asset distribution responsibilities to properly carry out a decedent’s lifetime desires. Probate provides for the orderly transfer of a decedent’s property to his or her heirs according to the state’s intestacy laws or as provided for in your will. It might also be the means by which a court appoints a guardian for minor children.
We know what to do to ensure that proper steps are taken so that any claims against your estate are resolved and that appropriate procedures are followed so that your estate is closed quickly and with as little trouble as possible.