Continue your legacy
It’s hard to imagine a day when you’re no longer here with your loved ones. How do you make sure your assets are given to the right people at the right time? If you’ve attempted to start writing your own estate plan, you know the hardest part is making sure all areas are covered! We’ll help you put together a detailed plan for who gets what, and when they get it with the least amount paid in taxes, legal fees, and court costs. Planning for after your death can be simple and easy with the right help, and you don’t have to continue feeling unprepared by putting it off until next week, month, or year.
A Last Will and Testament allows you to make your wishes known to your loved ones, tells them who will receive your assets and when, and give you the ability to name a guardian for your children. We’ll help you make sure your will is complete so the state doesn’t decide for you and your family.
A properly written and funded living trust can help you avoid probate, plan for the possibility of your incapacity or death, control what happens after your gone, and prevent your financial affairs from becoming a matter of public record. We can guide you to make the decision of whether or not a living trust is in your best interest, and we’ll help make sure it’s set up properly.
You don’t want unnecessary taxes on your estate. We are here to help guide you in organizing your estate plan so only the least amount of estate taxes legally possible have to be paid.
A health care power of attorney allows you to grant a person of your choice the authority to make medical and end-of-life care decisions on your behalf. We’ll help you choose the right person, and make sure guidelines are set for how you wish to be treated in the event you are unable to communicate your wishes.
If you are ever unable to manage your own finances due to health or other reasons, a financial power of attorney grants someone legal authority to act on your behalf for financial issues. We’ll help you decide how much power is appropriate to grant, and help you make sure it is clear and precise.
An advance directive allows you to outline your end-of-life care clearly so there is no confusion in how you would like to be treated after you pass. We can help you make sure your wishes are honored and carried out properly.
What is the one decision that is just as important as drafting a clear and precise will? Choosing the person that will be responsible for executing it. The executors responsibilities entail a great deal of work, so choosing the right one is important. You want someone that has a high degree of responsibility and attention to detail, and we’ll guide you through the process of selecting the right person for the job.
It’s never easy to go through a situation in which a loved one is left unable to care for their own well-being due to infancy, incapacity, or disability. You want to make sure they are taken care of, and we want to help you become the person the court decides to appoint as their guardian or conservator. We’ll guide you through the process by helping you fill out the necessary forms and participating in any necessary hearings by your side.
The best way to ensure an estate is properly handled after a person passes on is by creating an estate plan before they die. However, not everyone decides to do so, and may leave their family in an uncomfortable position with the responsibility of dividing their assets and debts. We can help you ensure your loved ones estate is divided and disposed of properly, so you can oversee the process with the least amount of stress as possible.
Challenging a will is a complex process and a will can only be invalidated based on legal grounds such as testamentary incapacity, fraud, forgery, or undue influence, and the validity of the will, among others. We can help you determine if the will being presented in probate is valid, and whether or not a challenge can be proven in court.
If you are elderly, or are a loved one of an elderly person, it can be difficult to make sure important financial and estate planning issues, as well as day-to-day issues affecting the actual care of seniors, such as assisted living and life planning, are properly handled. If you need an advocate on your side, we are here to help you address the needs of yourself, or your loved one.
You know how you want your estate handled, we can help you make sure it happens.