Estate planning involves preparing legal documents and strategies to manage and distribute assets
upon death or incapacity. Here are some examples of cases or legal matters that fall under estate
planning:
– Will Drafting: Assisting individuals in drafting legally valid wills to specify how their assets
should be distributed upon their death and appointing guardians for minor children.
– Trust Establishment: Establishing various types of trusts, such as revocable living trusts, irrevocable
trusts, and special needs trusts, to manage and distribute assets according to the grantor’s wishes and
provide for specific beneficiaries.
– Powers of Attorney: Drafting powers of attorney documents to designate individuals to make
financial or healthcare decisions on behalf of the principal in the event of incapacity.
– Advance Directives: Drafting advance healthcare directives, such as living wills and healthcare
proxies, to specify an individual’s healthcare preferences and appoint a healthcare agent to make
medical decisions on their behalf if they become incapacitated.
– Estate Administration: Assisting executors or personal representatives in administering the estate of
a deceased individual, including probate proceedings, asset distribution, and resolving estate debts
and claims.
– Asset Protection: Implementing strategies to protect assets from creditors, minimize estate taxes,
and preserve wealth for future generations, such as gifting strategies, asset titling, and the use of
trusts.
– Probate: This is the legal process of administering a deceased person’s estate. Our firm guides clients
through this process, handling all aspects from asset inventory to final distribution. We ensure the
deceased’s wishes are followed and assist with any disputes that may arise, providing comprehensive
support during a challenging time.