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Do You Have An Estate Planning Issue?
Estate planning is not just planning. It's part of a larger process. Contact us if you answer yes to any of these questions or have a related legal issue.
Do you need an estate plan?
You can create a plan that gives your assets to who you want, how you want, and limit taxes. There are many ways to do this.
Are you the personal representative in a probate proceeding?
Whether an administrator or executor, you have court-supervised responsibilities.
Are you the trustee of a trust?
You have a duty to the trust creator and beneficiaries. How to fulfill that duty is not always clear.
Are you the beneficiary to a will or trust?
Is the person in charge of distributing property taking appropriate actions and giving you what you are entitled to?
Are you the potential heir where there is no will?
When someone dies without a will, there are specific rules regarding who inherits.
Considering a prenup agreement?
Whether you want one or your partner does, understand the significant consequences of this document.
Estate Planning Services
Estate Plan Drafting
Wills - Trusts - Powers of Attorney - Advance Healthcare Directives - Prenuptial Agreements
Managing Asset Distribution
Probate - Trust Administration - Property Tax Transfers - Gifting Property
Estate Disputes
Validity of Will or Trust - Property Ownership - Distribution Issues - Personal Rep/Trustee Actions
What Your Attorney Can Do For You
Listen and Ask Questions
Take the time to understand what your goals are.
Options and a Clear Plan
Achieve the outcome you want in a way that works for you.
Check in & Be Efficient
Provide updates and get the work done on schedule.
Why estate planning issues can be difficult
01
It involves money
Almost nothing needs to be said about this. The need or desire for money rarely brings out the best in people. It can cause some to act in ways that are self-serving, deceitful, or even illegal.
02
It involves family
Family relationships are complicated. Family relationships related to inheriting money often magnify unresolved issues among different family members.
03
It involves mortality
Estate planning is about your own mortality or the incapacity or death of a family member. Not an easy topic. Discussions about dividing money do not make things easier.
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Includes:
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Factors to examine in creating an estate plan
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Financial considerations in marriage, divorce, and estate planning
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Tax issues you should be aware of... to limit your taxes
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Process for different types of transfers
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Important changes to laws affecting estate planning
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The psychology of managing and resolving disputes
