Estate Planning Services

With the help of an experienced estate planning attorney, you will be able to understand the differences and benefits of the various types of trusts available. You will also be made aware of the consequences of each trust to assist you in selecting the appropriate trust to maximize your estate planning goals. If you own any sort of property, real or intellectual, if your marital status has changed, if you have children, or if you wish to leave an inheritance to a friend or a relative, you need the help of a good estate attorney. We will discuss your unique situation and you will learn about all the options available to you in the estate planning process.  Together, we will be able to design the best estate plan for your situation and your goals.

 Most people should put an estate plan in place to protect their assets and their family.  If something should happen to you, an estate plan will provide support for your loved ones in their time of need.  Our professionals will help you through the legal process and establish or administer your estate so that you can have peace of mind.

  • Estate Planning

  • Trust Planning

  • Administration of Estates and Trusts

  • Accounting and Tax Filings for Trusts and Estates

  • Probate

Estate Planning.

It is important to consider developing a comprehensive estate plan that is tailored to the unique aspects of your unique situation. Preparation is key and making sure your loved ones are protected and cared for when you are no longer there is important. Wills ensure that your property is divided according to your wishes, whereas trusts can protect your property from probate and taxes.

You can hold and invest your property for the benefit of another through a legal entity called a trust. Trusts can be established during your lifetime or as outlined in your will after your death. A trust can be designed to allow you to remain in complete control or limited control of your property.

 

Three Types of Trusts

  1. Revocable Trust: you can maintain ownership and control of your property with a revocable trust.  You may change the terms of a trust at any time while you are still mentally competent.

  2. Irrevocable Trust:  You relinquish your ownership and control of your property when it is in place in an irrevocable trust.  You may not change the terms of the trust once they are put in place.

  3. Testamentary Trust:  You can establish a testamentary trust after your death, through your will