Estate Planning
We understand that, regardless of the size, an estate is the final accumulation of a lifetime of hard work and it is worth protecting. Estate planning can minimize the expenses of probate, taxes, and plan for disability, health care and guardians for children, pets and other dependents.
Estate planning saves taxes, reduces administration costs, preserves assets and...
PROTECTS THE PEOPLE YOU LOVE.
Death and disability create stress and grief for loved ones. If estate planning is done beforehand, families and friends can grieve without the additional burden of complex financial problems and legal issues. Frequently, an unrealized benefit is that conflict among family members can be significantly reduced. I am skilled in mediation and conflict resolution; therefore, if this is an issue for your family, I can help.
Estate planning saves taxes, reduces administration costs, preserves assets and...
PROTECTS THE PEOPLE YOU LOVE.
Death and disability create stress and grief for loved ones. If estate planning is done beforehand, families and friends can grieve without the additional burden of complex financial problems and legal issues. Frequently, an unrealized benefit is that conflict among family members can be significantly reduced. I am skilled in mediation and conflict resolution; therefore, if this is an issue for your family, I can help.
- PROBATE. It is expensive, time consuming, ridden with delays, frustrating, complex, and you lose your privacy. The national average for completing a probate proceeding is 16 months. Planning ahead will save your family aggravation and a substantial amount of money in court, attorney, and appraisal fees. It can also help avoid some or all estate taxes.
- PEACE OF MIND. Estate planning gives people the peace of mind of knowing that, should something happen, their lifetime of accumulated assets from a lifetime of work would be used to help their family and friends, rather than for paying the tax authority and the attorneys. We enjoy talking with clients and provide excellent comprehensive estate planning that you can trust to carry out your wishes.
- IMPORTANT LEGAL DOCUMENTS.
- Revocable and Irrevocable Trusts
- Durable Power of Attorney
- Health Care Directives
- Community Property/Pre or Post Nuptial Agreement
- Pour-over Will
- Certificate of Trust
- Funding Documents, Letters, Comprehensive Transfer Document, Deeds
- We can help you fund your trust, including recording the deeds.
- WHAT’S YOUR PLAN? Does your current plan carry out your wishes, minimize costs of taxes and probate, reduce time delays, ensure privacy, provide for your spouse, children, loved ones, offer instructions in case of disability? Do you have complete confidence in the legality and strength of your estate plan or will? Have you transferred all assets to your trust? Are you satisfied that all of your concerns regarding your legal rights have been addressed by your estate plan? If you answered "no" then give us a call.