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 avoiding estate taxes, making sure the assets reach loved ones, avoiding probate or conservatorship proceedings, and preserving assets for future generations.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.
Planning is the key. Let us help you to make the most of what
you have. Create wills and trusts, power of attorney and health directives. Utilize non-probate transfers. Plan for liabilities, pensions, savings plans, and businesses. A free, private session in my office will answer your questions. Written fee estimates are provided for each specific job. Please call 505-412-2209 for a consultation today. |