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 Estate Planning/Probate Law

Estate Planning

Estate Planning consists of not only preparing a will, but also thinking about how you want your assets to be transferred to either your loved ones, charitable organizations, or other individuals. Do you want to leave your jewelry to a particular child and your home to another child? These are the type of questions that we can help you think through during your estate planning process. 

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Additionally, our office provides a comprehensive approach to estate planning that also includes a discussion of any advanced healthcare directives that you would like to have in place as well as a discussion of who would be responsible for your healthcare needs in the event that you cannot make those decisions for yourself. 

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Thinking through these questions provides clients with peace of mind that their assets will be protected and distributed as they wish, and that their preferences for their healthcare will be known to their loved ones, doctors, and caretakers.

 

Our office can help you prepare: 

  • Wills 

  • Irrevocable Trusts

  • Living Trusts 

  • Powers of Attorney

  • Advanced Healthcare Directives 

  • Charitable Giving 

  • Inter Vivos Gifts

Probate Law

What is Probate? Probate is the formal legal process that gives recognition to a will and appoints the executor or personal representative who will administer the estate and distribute assets to the intended beneficiaries. (1)

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Our office assists our clients with navigating the court system whether their loved one passed away with or without a valid will as well as assists you with the following: 

  • Administering and accounting of the estates assets 

  • Will Contests 

  • Life Insurance Claims 

  • Children’s Trusts 

  • Managing the Estate of a Minor Child or Incapacitated Person

 

 

1.www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/the_probate_process/

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