A will, or last will and testament is unique in that it serves as your “last word” on how you want to distribute your assets after your death. Secure, well-crafted wills must account for the assets and possible heirs of each individual and anticipate challenges to the authenticity and legitimacy of the document. We work with you to anticipate issues and develop your last will and testament to bring you peace of mind.

Trusts require more work to create and maintain, but they can be used to give a grantor more control over how their assets will be used and distributed. For some individuals, certain kinds of trusts may allow assets to be distributed to beneficiaries while shielding them from probate, public record, creditors, and other liabilities. We work to craft an estate planning package that fits your situation, whether it is beneficiaries with health problems that will need long-term care, or unique property or family situations. Trusts are not one-size-fits-all, and we work with you to build a solution that will let you rest easy.

Your heirs are not the only ones that may have claims on your assets, and there are many ways those assets might be drained: creditors, taxes, Medicaid repayments, probate, lawsuits, and more. Careful decisions and constructing the correct legal instruments can help you to minimize these costs and preserve your estate for your loved ones.

Powers of attorney are legal instruments that grant limited, but powerful, authority to an “agent,” typically a close relative or friend, to act on your behalf. This is a critical step in ensuring that your affairs are managed and your wishes honored when you may not be able to clearly state your wishes in the future due to declining health. Preparing these documents today gives you the power to ensure your affairs are in order before unexpected situations arise.