Wills and Estates

Establishing a Thorough & Complete Estate Plan

A will simplifies the future, and everyone should have one. Even if you have few assets, putting your wishes in writing guarantees your intended heirs will inherit and saves legal costs in settling your estate.

Estate planning is less costly than most people think and can put your mind at ease as it prevents many future conflicts. In the absence of a will, a probate judge will dictate the distribution of assets and govern decisions about your care.

Our attorneys can draft a plan that meets your individual needs, from a simple will to complex trusts to preserve assets, as well as estate administration when a loved one dies.

We also prepare power of attorney documents and living will health care directives for the living.

With more than 50 years of legal experience under our belt, we are committed to providing reliable advice on estate planning issues. We take the time to discuss goals with clients to create a will that is easy to interpret while covering all contingencies.

We can also take the time to answer all of your questions and address your concerns. Will only your children inherit, or grandchildren too? How will assets be distributed? What if you are incapacitated and require long-term care?

A properly written will typically include:

• A declaration of heirs and wishes (this can be updated at any time.)
• A power of attorney designating someone to handle your personal affairs if you are ill.
• An advance care directive (“living will”) regarding life support wishes, and a medical power of attorney to make medical decisions on your behalf.

We can also create trusts to serve various purposes:

• An A-B trust or “living trust” to manage assets while you are alive, and transfer assets to a spouse upon death.
• Revocable and Irrevocable Trusts
• A special needs trust for children or family member who cannot manage their own affairs
• A minor child trust that avoids lump sum inheritance.
• Charitable trusts and many other arrangements.

Estate & Probate Administration Lawyer

Our lawyers assist those who are named executor in a will or wish to be appointed by the court to settle the estate of a family member or friend. We assist in accounting of assets, distribution to heirs, payment of debts, preparing inheritance tax (form 1500) return form, and filing taxes.

We will walk you through the process to explain your legal obligations and expedite probate and estate administration. In the event of legal challenges to the will, we are prepared to bring claims or defend the estate in court. When you meet with us for the first time, you can trust that we will take the time to understand your goals and needs.