- Wills & Codicils
- Living Trusts (Revocable and Irrevocable)
- Land Trusts
- Powers of Attorney
- Healthcare Directives
I have a unique approach to estate planning. Before you are asked to decide which documents are needed, you receive a comprehensive presentation of the available estate planning options. This presentation is simple and straight forward, enabling you to decide what is best.
During the initial consultation, alternative options are discussed and explained in detail. It is necessary to first decide after obtaining the necessary information whether a trust is needed or whether a will alone can satisfy the client’s needs.
If you die without having a will, state law decides who gets your property, even if you wouldn’t have chosen that person, and a judge may decide who will raise your children. You can make these decisions for yourself in your will. If a trust is recommended, the various types of trusts and trust provisions are reviewed. Issues considered include such matters as probate avoidance, tax savings, planning for minor children, scheduling distribution of the trust assets to beneficiaries and other issues that may be of concern to a client.
A living will, health care advance directive, and power of attorney, when prepared in conjunction with a will, can provide to the client’s family and friends specific direction regarding health issues, including incapacity, disposition of property or assets, and desired funeral arrangements.
I will guide you to a correct understanding of the applicable concepts and useful documents. During the initial consultation, we will examine your familial situation, what the overall estate consists of, the value of the assets, and your goals with regard to these assets.
In situations where there is not a trust and probate is necessary I handle all aspects of the probate process. This includes representation of the executor or administrator in probate administration as well as representation of beneficiaries in will contests or other issues that arise in the administration of a probate estate.
In estates subject to a trust, when representing trustees in the administration of the trust I offer legal guidance on the trust administration process. When representing beneficiaries of a trust I provide advice and counseling on the trust administrative process and protection of the beneficiaries interest throughout the process, including the review of the accountings and distribution of assets.
Guardianships are becoming increasingly needed and it is an important and complicated process which requires competent advice and counseling. My practice includes all aspects of minors’ and incompetents’ guardianship estates.
Accomplishing what the client desires is of paramount importance. While doing so, you will be assured of the following:
- Quality advice
- Expert representation of your interests
- Concern for your financial and personal welfare
- Undivided loyalty
- Skill, experience and focused attention to detail
- Quality work at competitive prices
- Coordination with accountants and other financial/tax advisors
- Dedicated customer service and excellent client communication
- Explanations of your legal rights and obligations
- Explanations of what the documents say and mean
- Peace of mind