Estate Planning Services
Estate planning is the creation of a definite plan for the management of your estate: the preservation and the distribution of your assets, both during your life and upon your death. The right estate plan accomplishes your personal and family goals, eases the management of your financial and legal affairs, and minimizes taxes if your estate is large enough for taxes to be of concern.
With a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won't have to endure a public process and the cost of probate. In addition, the government won't be able to take what you've spent a lifetime building.
Estate planning can be accomplished through a variety of methods, including:
- Wills and Probate
- Revocable Living Trusts
- Lifetime Gifting
- Joint Ownership of Property
- Beneficiary Designations
Problems often arise when people don't coordinate all of these methods of passing on their estate. Be aware of the many options that exist in estate planning and choose your attorney wisely. You must feel confident about the choices you make.
Probate, Estate & Trust Administration
If your family has experienced the loss of a family member, my law firm can assist you with the legal process that occurs when a loved one passes away. Quality probate, estate administration, and trust administration services are tailored to your family’s needs and goals.
It is important not to retitle any probate or trust assets before speaking with a qualified estate planning attorney. That meeting should take place as early as two weeks after a loved one has passed.
Guardianships & Conservatorships
When establishing a guardianship or conservatorship, you are planning for the care of a loved one. This process can, at times, be complicated, emotional, and vigorously contested when multiple parties seek to be the guardian or conservator of a loved one.
To protect your loved one, you must find an attorney you can trust to handle delicate matters with care. I advise clients in establishing a guardianship or conservatorship and represent their rights during any litigation that may arise. Let’s discuss your options. I am an attorney who is passionate about keeping loved ones together.
“Call me today and we can set a date and time to begin your estate plan.”