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SERVICES
ESTATE PLANNING
Trusts, Pour-Over Wills, Durable Powers of Attorney & Advance Health Care Directives
Estate planning is essential for everyone. A foundational estate plan will ensure that your loved ones are cared for, your specific wishes are carried out, and your assets are preserved. The process can also help your loved ones avoid unnecessary disagreements about what you would have wanted.
TRANSITION PLANNING
Guiding families through the transition of asset management and health care decision-making
There may come a time when a loved one can no longer manage their assets or make health care decisions without added support. Whether this transition is gradual or sudden, the proper legal documents ensure a smooth transfer of duties to other family members, providing peace of mind for all involved.
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TRUST
ADMINISTRATION
Assisting trustees in understanding their duties and carrying out their responsibilities
When someone dies with a Trust, it saves significant time and expense by allowing assets to be distributed directly to beneficiaries without the need for probate, This process is typically quicker and more private than probate, and it often minimizes the administrative costs, making it an efficient way to transfer wealth to heirs. ​
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PROBATE
Counseling Executors on the complexities of the Probate process
When someone dies without a Trust (even if they die with a Will), their estate must be probated. Probate is the court-supervised process of administering an estate, including notifying federal, state, and local agencies of the death, locating and valuing the deceased person's assets, paying final bills and taxes, and distributing the estate to the rightful beneficiaries.