Forward Thinking Family Law Since 1994

Estate Planning

Some may feel it is too complex or too costly to draw up an estate plan, but not planning is the most costly error for you and your family.

Estate planning is about caring for your loved ones, seeing they are provided for, and making sure your property is distributed according to your wishes. An estate plan should be part of your family’s overall financial plan, along with saving for your children’s college tuition and your retirement.

About half of all Americans do not have a will, which leaves it to state law to distribute their property when they die. If they have children, a court will decide where they will live and who will care for them and make important decisions about their money, education, and way of life.

Properly designed estate plans

A well-designed estate plan:

  • Designates someone to make decisions for you about medical treatment
  • Helps your business continue after your disability or death
  • Provides for your immediate family and others who need care
  • Lets beneficiaries receive distributions more quickly with less expense
  • Appoints someone to administer your estate
  • Details your preferred funeral arrangements
  • Donates to a charitable cause
  • Reduces inheritance taxes to the minimum allowed by law.

Documents in an estate plan can include:

Wills

If you have a will, you’re a step ahead of half of all Americans, whose families stand to lose significantly if they die unexpectedly. Why you need a will Your will lets you control what happens to your property. If you have minor children, a will… Read More

Trusts

Trusts help you control your property during your life or disability and after your death. Consult an attorney to set up the right kind of trust for your family and financial situation. Among the many factors to consider when you set up a trust are:… Read More

Financial Power of Attorney

You can appoint someone as your financial power of attorney to handle a single transaction or grant very broad powers over your finances if you become unable to conduct them. Your financial power of attorney can handle any or all of the following, as… Read More

Patient Advocate

A patient advocate is your voice in health care decisions. A durable power of attorney for health care, also known as a health care proxy or a patient advocate, is a document in which you appoint another person to make medical treatment and related p… Read More

Parental Power of Attorney

When your children live apart from you—or if they travel without you or you travel apart from them—we recommend that you have a parental power of attorney. This document appoints another adult to act in your place in case of your child’s medic… Read More

Elder Medition

Elder mediation helps preserve family harmony, one of the most precious gifts a family can give to an elderly member. Older adults, their families and caregivers may need help making difficult decisions related to long-term care, guardianship, medica… Read More

Probate

When you die, some of your estate may go through a court process called probate, which manages, settles, and distributes your property. The probate process is governed by state law. The effect of a will If you have a will, your property is distribute… Read More

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