Estate Planning and Probate
Everyone
needs a Will or Revocable Living Trust to make sure
their estate passes to their loved ones according to
their wishes. A will is the central pillar of most
estate plans.
A well drafted will streamlines the
probate process, names and equips an executor to put
your wishes into effect, and names a guardian and
establishes trusts for your children. A Revocable Living
Trust is an alternate means for accomplishing the same
thing, though these devices are somewhat more costly and
complex.
A proper estate plan also must take into
account the ever-changing Federal and State Estate
Taxes. To be complete, it also must include legally
effective Durable Powers of Attorney, to make sure your
needs are met and health care decisions are authorized
if you are unable to manage your affairs and your health
care for yourself.
We can assist with:
- Will or Trust
Preparation
- Community Property
Agreements
- Estate Tax Planning
- Powers of Attorney
- Health Care Directives
(Living Wills)
- Coordination of
Beneficiary Designations with:
-
Life Insurance
-
Retirement Plans
-
Investment Accounts
- Real Estate Title
Reviews
- Probate or Trust
Administration
With your Estate Planning documents
properly drawn and signed, you will enjoy the profound
peace of mind of knowing your loved ones are cared for.
