ASSET PROTECTION | DISABILITY PLANNING | ELDER LAW | ESTATE ADMINISTRATION | ESTATE TAX PLANNING | TRUST ADMINISTRATION | FUNERAL PLANNING | INHERITANCE | POWER OF ATTORNEY | POWER OF ATTORNEY FOR HEALTHCARE | PROBATE | RETIREMENT PLANNING | TRUSTS | WILLS | GIFTS | CHARITABLE DONATIONS | REAL ESTATE TRANSFERS
Estate planning is not just for the wealthy, passing money on to their heirs, or those who are acutely ill or elderly, contemplating their death. Estate planning is for any individual with someone in their life they care about. It is ‘life planning’, not ‘death planning’. Estate planning is taking responsibility for your assets, wishes, and the well being of those individuals after you’re gone. It’s planting a tree to give shade to those you care about.
Much more than a single document or a collection of documents, estate planning is a prevailing strategy that is adapted with each new phase in life - marriage, birth of a child, divorce, change in your financial situation - it is crucial to ensure that you have an all-encompassing plan in place for protecting your wealth, planning for and minimizing taxation, clarifying your wishes, making arrangements for your funeral, preparing for the unexpected, and establishing your legacy.
The loss of a loved one is never an easy transition. Often times, those in mourning are also confronted with the confusing and overwhelming process of estate administration - also known as probate.
Probate is the legal process through which the estate of an individual who has passed is distributed, according to the last will and testament, if there is one, and designated beneficiaries and any debt owed to creditors is paid off.
Ideally this is a smooth process, however complications do arise especially in the case of an intestate. An intestate is a person who has died without having made a will.
We are knowledgeable in even the most complex probate cases, and can lead you through this in an accessible, responsive, and compassionate manner that is personalized to you, assigning key roles to those that will help execute final affairs and wishes, so that you can carry out all necessary legal duties while still being able to grieve the loss of your loved one.