Wills, Trusts & Estate Planning

Wills, Trusts, & Estate Planning Attorney

Making sure that you are prepared for the future can give you and your family great peace of mind. We are experienced in preparing Wills, Trusts (Revocable or Irrevocable), Advance Directives (Living Wills), Advance Direct of Health Care, and Business and Medical Powers of Attorney.

In event of your death, we provide Estate Administration. We can process the vast amount of the paperwork, accounting, taxes, collection of assets, payment of bills, and distribution of your assets to heirs. We are familiar and comply with all of the local, state, and federal laws and make sure that deadlines are not missed.

Wills

It is never easy to have conversations regarding what will happen after you’re gone. Let us help you have these tough conversations and relieve some of the uncertainty. A will is more than a statement of distributing your assets. It also informs your family of your wishes for end of life medical care, power of attorney in case of incapacitation, and your desired form of burial.

Trusts

A trust is legal document that outlines how an estate will be managed. A well written Trust is sometimes called a probate avoidance trusts or a will substitute. The trustor (person who creates the trust) outlines how the property will be managed by the trustee (another person or entity) for the benefit the beneficiary (ies).

One way to avoid Probate Court is the have an ironclad Trust, which clearly describes your intentions for your estate in the event of incapacity (which could involve a conservatorship proceeding) or after death (which could involve a probate estate administration).

Estate Planning

Estate planning consists of both the current transfer of assets and the preparation of documents in order to accomplish the transfer of clients' assets, with minimal taxation, at the time of death. The transfer of assets is performed in a means consistent with the exemptions provided by state and federal gift tax laws, including the annual exclusion, the unified credit, and the specific exemption. The appropriate documentation consists of wills, powers of attorney, health care powers of attorney, and living wills.