Estate Planning is using legal documents and other mechanisms to ensure that your assets pass to the desired persons after death.
The standard documents for estate planning may include: Wills, Revocable Living Trusts, Testamentary Trusts, Powers of Attorney, Living Will and Final Instructions.
It may also includes others: Deeds, Business Formations, Supplemental (Special) Needs Trusts, Irrevocable Trusts, and more.
It is the legal process following a person’s death. We help clients avoid it with estate planning. We also guide clients through it with the recent death of a loved one.
No. But we can help you create other documents that can help you avoid probate.
We can only answer that question as it pertains to you after an initial consultation. Generally, we have a variety of tools available to help. That might include one or more trusts, manipulating titling of assets, beneficiary designations, beneficiary deeds, or others.
Yes, absolutely. This is what we are here for.
A standard will may not be the best tool to get where you want to go. We help make estate plans (and related documents) based on your personal circumstances and goals.
There are a variety of end of life document options including but not limited to wills, trusts, POAs, etc
We discuss this, including recommendations and fee estimates, at your initial consultation.
Absolutely. We are well versed in all types of trust creation, including Supplemental (Special) Needs Trusts, Revocable Living Trusts, Testamentary Trusts, and Irrevocable Trusts.
Yes, often you can. But should you? And did you do it correctly?
Creation of these legal documents are often for peace of mind. If you’re comfortable understanding legal documents, tools available, filing, etc, you can definitely do this yourself.
If you’re not comfortable doing this work yourself, we’re here to help.
Peace of mind and knowing it was done right.
Receiving individual attention and advice from an attorney. Making a personal relationship.
Having an advisor that you know and who knows you. We get to know our clients and care about every single one of them. We typically meet with our estate planning clients at least 3 times in person and are available by phone and email whenever you need us.
Yes! We create documents for all of these small business formations.
Between 9a and 4p Monday through Friday. If you need to meet outside those times, we will do our best to accommodate.
Maybe. We have children and other community commitments, but are absolutely willing to try to find a meeting time that works for all.