Estate Planning and Probate Assistance

 

Invaluable assistance in creating comprehensive plans that ensure your assets are managed and distributed according to your wishes, both during your lifetime and after your passing.

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Services

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Drafting Wills:

Creating legal documents that specify how a person's assets should be distributed after their death.

Establishing Trusts:

Establishing Trusts:

Assisting in setting up various types of trusts to manage assets during and after the client's lifetime.

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Healthcare Directives:

Preparing documents like living wills and healthcare proxies that outline a client’s wishes for medical care if they become incapacitated.

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Powers of Attorney:

Designating someone to make financial and legal decisions on the client’s behalf if they are unable to do so.

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Probate Process:

Guiding executors and beneficiaries through the probate process, including court proceedings to authenticate the deceased’s will.

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Charitable Giving:

Assisting with the planning and implementation of philanthropic goals through charitable trusts or other means.

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Guardianship Designations:

Helping clients appoint guardians for minor children or dependent adults in the event of the client's death or incapacity.

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Elder Law Issues:

Addressing concerns related to aging, like long-term care planning and elder abuse.

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Updating Estate Plans:

Regularly reviewing and updating estate planning documents to reflect changes in laws, family dynamics, and financial situations.