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Estate Planning

Estate Planning

Wills & Trusts

We work closely with you to develop personalized wills and trusts that reflect your specific intentions. Whether you need a simple will or a sophisticated trust structure, our attorneys will guide you through the process, ensuring your assets are distributed according to your wishes and minimizing potential conflicts.

Trust Creation & Customization

We assist clients in creating revocable trusts that reflect their specific wishes and objectives. Our attorneys work closely with you to understand your goals and design a trust structure that addresses your concerns, whether it's asset protection, minimizing estate taxes, or providing for your children or other loved ones.

Asset Transfers & Funding

Transferring your assets into the revocable trust is a crucial step in ensuring their proper management and distribution. Our team provides guidance and support in properly funding your trust, helping you identify and transfer various assets such as real estate, investments, bank accounts, and business interests into the trust.

Asset Protection

Protecting your hard-earned assets is crucial. Our team will assess your financial situation and implement strategies to shield your wealth from potential risks and liabilities, including creditor protection, business succession planning, and the establishment of protective trusts.

Healthcare Directives & Powers of Attorney

In the event of incapacity, having clear directives in place is essential. We assist you in creating healthcare directives, such as living wills and healthcare powers of attorney, to ensure your medical decisions are made according to your preferences. Additionally, we help you designate trusted individuals who can make financial and legal decisions on your behalf through durable (general) powers of attorney.

Trust Modification & Termination

In certain circumstances, trusts may need to be modified or terminated. Our legal team provides guidance on trust modification, including trust decanting and other methods to adapt to changing circumstances. We also assist in trust termination, ensuring compliance with legal requirements and the equitable distribution of trust assets.

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