- Article
- September 3, 2024
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Our attorneys and support staff are committed to preserving family assets and upholding the dignity, well-being, and wishes of our clients.
Our estate planning practice group has the knowledge to handle both simple and complex issues, including wills, trusts, powers of attorney, advance healthcare directives, asset protection, long-term care planning, as well as litigation and dispute resolution.
A Will is a written document that outlines how an individual's assets should be distributed upon their death, ensuring control over asset division; without it, state laws determine the distribution. A Living Trust, beneficial for everyone, especially older individuals or those with substantial assets, helps avoid probate and protects the trust owner and beneficiaries.
A Power of Attorney (POA) is a document that gives another person the authority to act on your behalf regarding financial, medical, and personal business matters. In the event you are unable to make these decisions yourself, a Power of Attorney of your choosing will act on your behalf to carry out your specified wishes.
An Advance Healthcare Directive, or Living Will, allows you to appoint a trusted person to make healthcare decisions on your behalf if you're incapacitated and specify your medical care preferences. This document ensures that your loved ones and medical personnel can make informed decisions according to your wishes during a crisis.
Everyone has the right to protect their financial futures and personal well-being. Our legal team not only understands how to address the legal requirements of estate planning but has firsthand experience guiding individuals and families through this legal process.
Some benefits of having a Will include: it’s a simple process, avoids intestate rules, it honors your personal wishes.
Some benefits of having a Revocable Living Trust include it avoids probate, saves time and money, avoids conservatorship, it honors your personal wishes, offers privacy for the Trust owner.
Some benefits of having a Power of Attorney include the ability to choose the person to act of POA, it avoids guardianship or conservatorship, it declares your wishes and desires, it is personalized for your preferences and gives you control over your decisions.
It's important to review and update your estate plan regularly, especially after major life events such as marriage, divorce, the birth of a child, or significant changes in your financial situation.
Without a power of attorney, the court may appoint a guardian to make decisions on your behalf, which can be a lengthy and costly process. A power of attorney ensures your chosen representative can act according to your wishes.
We keep you informed at every stage, ensuring you understand your options and the progress of your case.
During this meeting an attorney will meet with you to listen to your concerns, evaluate your situation, and understand your objectives. They will discuss your legal options, possible strategies, and potential outcomes.
Once you have signed a CSA and are ready to move forward, you will receive questionnaires from our office requesting detailed information about you, your spouse, children, assets, and other pertinent information.
Inventory all your assets, including real estate, investments, personal property, and business interests. List your liabilities, such as mortgages, loans, and debts.
If you are ready to move forward, we will assist you by preparing and filing the necessary documents.
During this meeting an attorney will meet with you to listen to your concerns, evaluate your situation, and understand your objectives. They will discuss your legal options, possible strategies, and potential outcomes.
Once you have signed a CSA and are ready to move forward, you will receive questionnaires from our office requesting detailed information about you, your spouse, children, assets, and other pertinent information.
Inventory all your assets, including real estate, investments, personal property, and business interests. List your liabilities, such as mortgages, loans, and debts.
If you are ready to move forward, we will assist you by preparing and filing the necessary documents.
Our innovative approach to law combined with extensive experience and legal backgrounds in estate planning and probate administration means understanding the complex challenges and planning know-how that ensures you and your loved ones have the security and certainty you deserve.
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