Estate Planning

Everyone should have an estate plan. Our attorneys will assist you in reviewing your existing plan if you have one; and in developing a plan that is right for you, taking into account your personal goals, tax savings, and the options available to you.  If you wish to provide for disabled beneficiaries or minor children, or children from a previous relationship we will assist you in drafting papers to include these beneficiaries’ particular needs.  We are experienced in establishing and administering minors trusts and special needs trusts to protect the special needs of children and disabled individuals.  Once your estate plan is formulated, we will draft all necessary paperwork, such as your trust, will, power of attorney documents, health care directives, instructions to financial institutions, certifications, and related papers.  If you own real estate, we will draft any deeds and tax papers to transfer your property to your trust.  Your final documents will be compiled in an easy-to-read, color-coded binder; and if requested will be converted to electronic format for your convenience.  Check back to read our blog about important points, changes in the law, and how you can spare your loved ones the stress of administering your estate. Call us for a free initial phone consultation.