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    Estate Planning

    Information on this website is not legal advice or a substitute for legal advice. Every situation is different. You should contact your attorney to obtain advice on your particular issue or problem.

    Our estate planning philosophy?   Quality work.   Responsible, timely service.    Respect for all.


    The goal of estate planning is to permit you, the client, to make the important choices for yourself and your family’s future during your own lifetime.

    It is never easy to think about death and leaving one’s loved ones behind. Naturally, some decisions that are part of estate planning can be difficult. However, by setting up a comprehensive plan, you can protect your family and ensure that your wishes are respected in the event of incapacity or death. 
    Our job is to build a legal structure that will fulfill those wishes and withstand challenges.

    What can estate planning do?

    Some of the most important reasons for estate planning are making sure that assets reach loved ones without unnecessary costs, ensuring that a plan is in place in the event of incapacity, avoiding guardianship and conservatorship proceedings, planning for family members with illness or special needs, and preserving assets for future generations. Because New Mexico's system of probate is not burdensome, avoiding probate is generally not a primary issue. Individual estates are not subject to estate tax unless the total assets exceed $5.34 million in 2014, so planning to avoid estate tax is less frequently an issue.

    Define your goals:
    Support spouse and children.
    Build educational opportunities.
    Care for disabled family.
    Guardianship for children and incapacitated elders.
    Avoid expensive probate.
    Save assets for charities.
    Fund lifelong protection for beloved pets.


    Find the legal structure to fulfill goals and withstand challenges.
    Create wills and trusts, power of attorney and health directives.
    Utilize non-probate transfers.
    Plan for liabilities, pensions, savings plans, and businesses.


    Written fee estimates are provided for each specific job.
    Planning is the key. Let us help you to make the most of what you have.

    Please call 505-412-2209 for a consultation today.

    The content of this website is intended for informational purposes only. Nothing herein is intended to form the basis of an attorney-client relationship or constitute legal advice. Sending e-mail to this firm or to an attorney at this firm will not create an attorney-client relationship. No attorney-client relationship will be created unless and until a written attorney-client agreement is signed by the Kate Fitz Gibbon Law Office. Our law office does not specialize in tax law and we will not provide you with tax advice regarding matters that we handle for you. Although we may discuss general tax implications of probate matters with you, those discussions are for purposes of identifying issues that should be addressed with your tax adviser. Your use of this web site is at your own risk. We are not responsible for any errors or omissions in the content of this site or for damages arising from the use or performance of this site under any circumstances. By accessing our web site, you agree that the statutes and laws of the State of New Mexico will apply to all matters relating to use of this web site and you agree to submit to the exclusive personal jurisdiction and venue of the District Court of Santa Fe County and/or the United States District Court for the State of New Mexico with respect to such disputes. The inclusion of any link on this site does not imply any recommendation, approval or endorsement of that site by us. In any State where this web site fails to comply with all laws and ethical rules of that state, this web site is not intended to be advertising and we do not wish to represent anyone desiring representation based upon viewing this web site.

    Subpages (1): Estate Taxes
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