Estate Planning

Preparing a Last Will and Testament or Trust can be one of the most difficult things you do in your life. But it’s also one of the most important steps to insuring that your family is taken care of and understands how your estate is to be handled after your death. Without a Will, your entire estate can be probated by the state, possibly leaving your family out entirely.

We can get you organized

Financial organization plays a large role in determining the direction and planning of your estate. Once you have a clear picture of where your assets lie, you can better dictate the features of your Will to your family. We can help you put your records together in a unified way to not only make the process easier, but to keep your Will as concise and clear as possible.

Once you’re organized, we can help determine the best strategy for developing your Will. Taxes are a huge concern for most people when planning their estate, and we can advise you on the most desirable outcomes for the particular features of your estate. Gifts, trusts and other options could be available to you as well, and we can discuss those in detail with you.

If you need help with the confusing steps to probating the Will of a loved one, we can help. We can assist with any legal disputes that may arise, from disinheritance of estranged children and spouses, to the division of personal and sentimental property.

Wills

A Last Will and Testament is a technical document. Even a simple Will can involve several decisions along with proper execution of the document.

Our office is experienced and can guide you through the decision process. The cost for your simple estate plan package prepared by us is competitive, and in most cases not much more expensive than the cost of one of these “will and trust” computer programs, considering your time and the expense of locating witnesses and notary public. You can also be sure the Will we prepare considers all recent changes in the law, particularly any Federal Estate tax issues involved.

Call and see how we can make your estate plan affordable.

Trusts

We can prepare a Revocable Trust which can assist in the transfer of your assets to your children or heirs, without the need for probate. A Trust is an excellent estate planning tool that can be customized for your assets and post mortem distribution needs, while giving you the control of distribution through your appointed successor trustee. Call and we can explain just how this estate planning tool can work for you.

Probate

In some cases, a probate estate will be necessary. Our office can navigate you through the probate court process and get you the correct results. There are numerous ways your estate assets can end up in probate, or you may have a relative who did not have a Will and you are left to distribute the assets as his/her beneficiary. Call our office and we will explain exactly what you need to do and assist you through the process. We are here to help.

Call 636.240.6667 to schedule your appointment now!

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