Protect your family and leave a legacy
What is estate planning
Estate planning is the process of determining what will happen to your assets after you pass or in the case you are unable to handle them on your own. This process can happen by using a Will, Trust, insurance policies or other devices.
As your estate planning law team, we are experts in navigating these different devices and recommending only what will serve you best. We will help you through this process and will make plans for the management and transfer of your estate when time comes.
We understand that each estate plan is uniquely created to meet a family’s needs. Whether your needs are simple or if you have a more complex family dynamic, we will give your estate plan the attention and care that it needs.
Why it matters
The purpose of an estate plan
- Protect your family
- Protect your assets
- Provide financially for loved ones
- Reduce conflicts after you pass
- Minimize estate taxes
- Select guardians for minors
How we work
Getting started with us
Our streamlined onboarding process will ensure that your needs are met and that all the necessary information is available for our team to file your petition and get your case moving.
We'll discuss your goals, objectives and identify any potential road blocks
During this meeting we will gather any missing information, names, contact information and will fill out all the documents necessary
Frequently Asked Questions
These are the most common questions we get about Estate Planning. If you have any other questions, feel free to ask us using our contact form below or by emailing us at firstname.lastname@example.org
Do I need an estate plan?
If you have a family or assets, an estate plan will ensure that your family is protected and that your assets are distributed according to your plan.
What is the main difference between a Will and a Trust?
How long does it take to probate a will?
How much does an estate plan cost?
Does a Trust cost more than a Will?
Types of estate planning
Each situation is unique, thankfully, there are several options that we can use to create the right plan for you. We will guide you through these different scenarios and help you assess what is needed.
- Will-based planning
- Trust-based planning
- Special needs planning
- Tax planning
- Firearms planning
- Advanced problems