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Estate Planning

(Noun)  

The practice area of law that involves the drafting of living wills, trusts, powers of attorney, and other documents to facilitate the transfer and management of property after death.   

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Services

Read in detail about each one of our estate planning services by clicking a box that describes your needs.

Wills

A legal document that expresses a person's wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution

Trusts

a legal relationship in which the legal title to property is entrusted to a person or legal entity with a fiduciary duty to hold and use it for another's benefit

General Estate Planning

The process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death

Probate

a will is "proved" and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy at time of death in the absence of a legal will

Asset Protection

A set of legal techniques and a body of statutory and common law dealing with protecting assets of individuals and business entities from civil money judgments

Special Needs Planning

Making sure that provisions are made so money or assets given to a person with disabilities can be effectively managed

Power of Attorney

Gives one or more persons the power to act on your behalf as your agent

Medical Directives

A type of advance directive in which you name a person to make decisions for you when you are unable to do so

Guardianship

Appointing by a court or otherwise has the legal authority to care for the personal and property interests of another person, called a ward

Charitable Trust

An act of giving money, time or some goods to unlucky or inopportune people, directly or through a worthy cause

Life Insurance Trust

An irrevocable, non-amendable trust which is both the owner and beneficiary of one or more life insurance policies

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