SMALL ESTATE PLANNING

If you require a comprehensive estate plan that carefully takes into consideration all of your wishes and depending on your current situation, then you will need the services of a family lawyer who specializes in the development of wills and trusts and other instruments of estate planning. This is needed so you won’t have to worry about the future of your children and your family in the event that you are no longer able to decide for them or, in worse cases, you are already gone.

What Do You Want With Your Wealth?

We can help you design, prepare, and implement your estate plan so that your family will not be left grappling with the hassles of undergoing costly and tedious probate processes. Additionally, we can help you determine the most appropriate and most comprehensive wealth transfer strategies so that you will still be able to maintain and preserve family harmony even upon your demise. One of the most common reasons why family members argue and fight is when they perceive they didn’t receive their just share of your assets. By working with you, we can help you determine what you want to do with your wealth.

Estate Planning is for Everyone

Estate planning is not just for the wealthy. As long as you have something to share or to leave behind to your family, you will need some form of estate planning. This is crucial since estate planning is more like transferring some of your powers and inherent rights to someone else in the event that you can no longer do so. We can help you in the development and administration of any of the following:

  • Wills, including ethical wills and living wills
  • Trusts including special needs trusts
  • Healthcare directives and powers of attorney
  • Probate laws
  • Gifts to family members including spouse and children
  • Determination of guardianship for underage children
  • Ancillary documents

Additionally, we can also provide you with sound advice on the need for advanced estate planning which usually occurs if you have substantial number of assets. These can include:

  • Planning for second generation
  • Revocable and irrevocable trusts which can include asset protection and wealth replacement
  • Dynasty trusts
  • Charitable planning
  • Estate freezing techniques
  • Closely-held businesses
  • Gifting strategies

Planning for Business Succession

We can also help you develop a plan on how you can transfer your business interests to someone whom you trust is more than capable of continuing the legacy of your company. This can be a member of your family, a trusted business partner, or even a key employee.

Health Care Directives

Durable Financial Power(s) of Attorney
Beneficiary Deed(s)