ESTATE PLANNING: Your estate planning needs can be as unique as you or your family, and will evolve as time passes and circumstances change. We look at your current stage in life, and develop a plan that is affordable and meets your needs and goals. Whether starting out in life as a college graduate or a newlywed, starting your family, nearing retirement age, or planning for the eventuality of nursing home care, we can craft an estate plan to meet your needs. We will help you establish a comprehensive estate plan that protects your assets, ensures your property is distributed according to your wishes, provides directives for certain medical situations and more.
We offer a full panoply of estate planning services, including wills, trusts (including revocable, or “living” trusts, special needs trusts, and land trusts), powers or attorney, healthcare directives/living wills, authorizations for release of healthcare information, and guardianships. For more details and some definitions connected with these services, click here.
WHAT ABOUT PROBATE? Administering a decedant’s estate or probating a will should not be attempted without an attorney’s advice. We provide legal counsel to executors, personal representatives, beneficiaries and other clients with a vested interest in the administration of an estate or the probate process. Have you been named the personal representative or executor of an estate? Then you have a fiduciary duty to ensure that the assets are properly accounted for, creditors are paid, taxes are filed, and that property is distributed according to the will, trust or the law of intestate succession. You will need a clear understanding of your rights and obligations before pursuing the probate or estate administration process. We will assist you in the estate administration process, and ensure that you properly handle the assets and property of the estate.
EDUCATION: Do you want your employees, organization, church, or other group to know more about the estate planning process? Are you involved with a not for profit organization and wish to encourage your supporters or participants to provide for your NFP in their estate plans? We are ready to present helpful seminars to help your group.