Estate and Asset Protection Planning

Estate and Asset Protection Planning

Estate Planning – Why You Need It

Estate planning is important regardless of health, age, wealth, or life circumstances.  Everyone should have an estate plan to protect and preserve their property and assets for the long term, and ensure proper distribution to loved ones upon their death. Proper estate planning requires working with an attorney who has a thorough understanding of trusts, probate, government benefits, retirement accounts and tax law to ensure that property is protected in the event of divorce, death, disability or incapacity. For unmarried or same sex couples, individuals with a previous marriage or blended family, estate planning can be especially complex.

Our estate planning attorneys have a wide range of experience from helping individuals and couples take their first steps into estate planning to designing complicated multi-generational estate plans including those requiring:

  • Guardianships and conservatorships
  • Special needs planning
  • Estate tax planning
  • Disability and public benefits eligibility
  • Trust administration and fiduciary services

Estate Planning Documents

Our estate planning services begin with a discussion about your individual and family goals, and a review of your assets. We then create a comprehensive plan based on your priorities.

Your estate plan will generally include these documents:

  • Will
  • Power of Attorney
  • Healthcare proxy
  • Medical directive

Some families also require a trust to preserve assets from government benefit liens and to protect the inheritance for members of the next or future generations, and may also include a Special Needs or Supplemental Needs Trust provisions if a family member has special needs.

Protect Your Family’s Assets

A properly drafted estate plan should not only preserve your assets for the long term, but should also manage your health care and financial needs in the manner that you would want these important things handled in case you lose your ability to do so yourself.  It should be specifically structured to your own individual needs and be flexible enough to conform to your changing circumstances.

Our estate planning attorneys recommend re-evaluating your estate plan every three to five years, or sooner if your health or other family circumstances change, to ensure that it complies with current law and adequately reflects your wishes.

Our attorneys can help you plan for your future and protect your savings and hard-earned assets.

Our Estate Planning Attorneys