Estate planning means planning for what will happen to one’s assets on death, and addressing who will make decisions in the event of incapacity or death. A will is a viable way to handle many estates after death, but for others, a trust may be more suitable. We regularly represent clients in the preparation of estate plans of all sizes, from simple wills to complex trust packages. Our estate planning packages also include documents to protect one in the event of incapacity. These documents consist of a durable power of attorney for financial and property matters and advanced directives related to one’s health care decisions.
The estate planning process typically involves two in-office meetings. At the initial meeting, we explain the probate process, as well as reviewing other means of distributing assets after death. After review of the the individual’s assets, income and family situation, we will decide what type of estate plan is suitable and quote a fee. A second meeting will be set to review and sign the final documents.
If you are searching for an estate planning attorney—call us today! We have been your local, trusted estate planning attorney for over 20 years.