Services

Our advisory, consultation, and litigation services are currently available in the following areas of practice:

Estate Planning

Estate Planning is for everyone. It ensures that you choose what happens to you in terms of your financial affairs and health care decisions if you become incapacitated. It ensures that your religious and social values, financial assets, and family history are passed on to your descendants or whomever you choose.

Protecting Your Children

Do you need to appoint a guardian for your children if you or you and your spouse are no longer here? Is it documented where your child would live if you weren’t here? Is it documented where the finances would come from for your children if you are not here. Do you want to protect your young adults from inheriting a large sum of money at one time. Do you want to appoint someone to make sure your children’s finances are properly invested or who will protect their inheritance if they need to wait several years before inheriting any funds.

Trust Administration

Trust Administration is the process of administering the estate of an individual who has died with a trust in place. It is a private process as opposed to the administration of a will, which is a public process. What needs to be done? The beneficiaries need to be notified, an inventory of the assets must be conducted; real estate may need to be sold; and other instructions from the trust must be followed.

Probate Administration

Probate Administration is the court process of distributing the assets of a deceased person, who did not have a trust. If the person had a will, the assets will be distributed according to the will and if the person did not have a will, the assets will be distributed according to state law. The process of administering the assets includes notifying creditors, making filings with the court including meeting the required deadlines, selling real estate (if necessary), and ensuring that the appropriate persons receive the assets.

Prenuptial Agreements

A Prenuptial Agreement can be an important part of estate planning. While addressing such an agreement with a future spouse may seem distasteful, in reality it may marriage stronger because many financial issues that other couples contend with are not an issue for a couple with a prenuptial agreement. The agreement can protect the premarital assets of both parties and allows the couple to decide how to divide marital assets.

LEGACY PLANNING SESSION

At your Legacy Planning Session, we will go over exactly what documents comprise an estate plan and what roles you want those in your life to play in your estate plan. We will also go over how your assets will be distributed upon your death and what will happen if you become incapacitated.

SIGNING CEREMONY - In Person or Virtual

It’s time to sign your estate planning documents. We will have a notary and witnesses to get your documents executed. At this point, you can stop being concerned about not have an estate plan because your plan is completed.

IT'S ALL YOURS: BINDER PRESENTATION

We will give you your binder with your full estate plan and your documents on a thumb drive. We will review your binder with you and the placement of your documents. At that time, you will have a chance to confirm that everything is the way you waant it to be. If you change your mind about anything over the next 60 days, let us know and we will make changes to your documents.

LEGACY VALUES

After we deliver your binder, we will encourage you to focus on capturing your value-based assets. Do you want to leave a video for your family or a family letter. Do you want to share your spiritual values with your family. Do you want to pass on your family pictures and memories to your children or grandchildren.

LIFETIME SUPPORT

We will be here for you as your life changes and you need to make changes to your estate planning documents. We will update and make amendments to your estate plan as those changes become necessary. We will advise you as you look for advisors in other areas of law and finances or if you need lawyers in other jurisdictions. We will also be here for your agents and family if they have questions about your estate plan.