Custom-Tailored Estate Plan
When something is tailored to one’s needs, everything can go smoother.
January 14, 2021
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When something is tailored to one’s needs, everything can go smoother.
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the books.
The Covid-19 has produced a rise in estate planning…but not a large enough one. Most Americans still do not have a last will and testament.
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
Estate planning is the process of arranging who will receive your assets when you die.
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
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Our team of attorneys and staff are committed to provide legal services in a manner that delivers the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, and Litigation.
Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, Litigation, and Real Estate.”
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