Help With Your Estate
Whether you are a Millenial or a Baby Boomer, it is imperative you think about planning for your future.
What is Estate & Trust Planning?
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Estate planning is the process of organizing your personal and financial affairs to be prepared in the event of disability and to arrange for the orderly transmittal of your property to your intended beneficiaries. The key is to fashion a plan specifically designed to your needs and desires. We work with our clients, taking the time necessary to ascertain those needs and desires, and to explore various ways to implement a tailor-made estate plan.
Estate planning can be complex for numerous reasons: there may be complexity due to the state and/or federal tax laws; there may be a need to protect resources for minor children and to construct a mechanism for those children to increasingly step into the responsibility of handling their inheritance as they reach maturity; there may be a desire to protect assets from an heir’s potential creditors; there may be concern for caring for a special needs child; concerns may arise due to a second marriage and the need to balance providing for one’s spouse with caring for children from an earlier marriage. Proper estate planning involves understanding a client’s unique circumstances and constructing a plan that will cover a client’s specific concerns.
Some of the documents your estate planning attorney can prepare are: simple and complex wills, revocable trusts, life insurance trusts, special needs trusts, family partnerships, charitable remainder trusts, powers of attorney, heath care directives, and many other documents.
Our Unique and Easy Model
Learn How to Do Your Own Advance Health Care Directive
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It can be difficult to approach the subject of Estate Planning with your loved ones. It is not an easy subject to talk about.
That is why we wanted to help make your decision even easier. Instead of figuring out what exactly you want, we have laid out three options so you can determine what you need.
Choose from any of the three Plans below and we can begin work on ensuring your family's future is taken care of.
Of course if you need only one or two of the tasks completed we can discuss those options with you as well.
Estate Planning Consultation - $250
An advice only consultation for up for 60 minutes. It can be used for any estate-planning related purpose.
Beneficiary Counseling Package - $1,000
Advice only package for individuals who are beneficiaries of another's last will and testament or trust. The package includes an initial consultation, beneficiary checklist, and a follow-up consultation. Each consultation is up to 60 minutes.
Fiduciary Counseling - $1,000
Advice only package for individuals who have been nominated as an executor of a will or successor trustee of a revocable living trust. This package includes the review of the relevant estate planning documents, fiduciary checklist, and a consultation up to 60 minutes.
Probate & Trust Administration
All trust administration and probate representation are priced on a case by case basis and require up front payment of retainers.