The Firm’s Wills & Trusts Practice Focuses On Preparing Simple Estate Plans For Individuals At Affordable Rates.

Because the Firm understands that planning for the future can be a difficult and confusing prospect, the Firm’s Wills & Trusts offerings are designed to help clients understand their options when it comes to choosing an estate plan structure that meets their specific needs in a manner that is both cost effective and efficient. Although there are numerous options when it comes to choosing estate plan documents, some of the more common options the Firm can help prepare include: Traditional Wills; Pour-Over Wills; Self-Proving Affidavits; Financial Power of Attorneys; Medical Power of Attorneys; Revocable Living Trusts; Irrevocable Trusts; Special Needs Trusts; Advance Directives to Physician/Living Wills; and Declarations of Guardianship. Additionally, many of the foregoing options can be combined in a package and/or modified to achieve a client’s specific goals and needs.

For clients with closely held businesses or real estate investments, the Firm can also help prepare related agreements to govern transfers upon death or incapacity, such as Buy-Sell Agreements, Rights of First Refusal, and Beneficiary Deeds. Accordingly, regardless of whether you are seeking a simple estate plan to transfer property to a single beneficiary, or looking to set up a more complicated estate plan to, for example, provide for the care of special needs relatives, include instructions to physicians in case of incapacitation, name guardians for children, set up a trust for the caretaking of pets, help plan for maintenance of closely-held businesses, and/or meet any other specific wishes, the Firm can help.

For more information on how the Firm may be able to help you plan for your future, contact the Firm here.