Wills, Trusts and Probate
Wills and trusts are tools to give you peace of mind by planning for your and your loved ones futures. We evaluate your current financial status to create an estate plan that meets your specific needs. Proper estate planning can help you save money and stress when a loved one dies.
Planning your estate will allow you to do many things:
- Make provisions for your children, grandchildren, spouse and other loved ones
- Preserve your assets
- Minimize estate and gift taxes
- Name guardians for minor children
- Make charitable contributions
- Plan for a pet
- Establish your wishes should you become incapacitated or terminally ill
We offer legal advice in the following areas:
- Wills
- Living Trusts
- Advanced Health Care Directives (sometimes called living wills)
- Powers of Attorney
There are several types of trusts that can meet your needs, including but to limited to:
- Revocable living trusts
- Irrevocable trusts
- Special needs trusts
- Testamentary trusts
- Living trusts
- Insurance trusts
- Honorary trusts
We can help you through the difficult transition period after the death of a loved one. We provide probate and trust administration services, working to minimize the stress and expense involved. We are also available to represent you in case a dispute arises associated with a will, trust or estate plan.
We invite you to visit our page answering some frequently asked general questions about estate planning to learn more.
It is never too early to plan your estate and protect your loved ones. We will listen carefully to your concerns, discuss all of the issues, costs and alternatives, and work to develop an estate plan tailored especially for you.
Call us at 619-702-2907 for a free 15-minute phone consultation.
