Estate Planning

YOU CAN’T PLAN FOR IT, BUT YOU CAN PREPARE FOR IT

Many people incorrectly assume that only the wealthy need an Estate Plan. In fact, if you have children, own real property, unique personal property, family heirlooms, vehicles, boats, bank accounts, stocks, bonds, jewelry, household goods, a business, royalties, pets, or other property, then you need an estate plan. A properly prepared estate plan will ensure that your loved ones and financial affairs are taken care of. Ultimately, an estate plan not only protects your assets, it provides you with peace of mind that your family will be taken care of when you are no longer here to care for them.

ESTATE PLANNING

An estate plan allows you to decide how your assets will be distributed. It allows you to decide who will care for your minor children if you cannot. It allows you to decide who will make your medical and financial decisions in the event you become incapacitated. It allows you to do these things without interference of the court.

The goal of an estate plan is to ensure your assets are preserved, that taxes, court costs and attorneys’ fees are minimized and the administrative and financial burdens are taken away from your loved ones after your death. No matter the size of your estate, everyone should protect themselves and the interests of loved ones by developing some type of estate plan. We will work with you to develop a plan that is narrowly tailored to meet your every need.

Our firm provides the following services

  • WILLS
  • TRUSTS
  • TRUST FUNDING
  • HEALTH CARE SURROGATES
  • FINANCIAL POWER OF ATTORNEY
  • DEED TRANSFERS
  • BUSINESS SUCCESSION PLANNING
  • GUARDIANSHIPS
  • CONSERVATORSHIPS
  • TRUST ADMINISTRATION & LITIGATION
  • PROBATE

​For more information about our estate planning practice, please call (561) 299-0018 to schedule a free consultation.