Estate Planning, Trusts, & Asset Protection
It is never too early to start planning, and you don't want to wait until it’s too late.
We are committed to helping you understand your options and develop a plan regarding your assets and future needs through services that include:
Creation and Execution of the Stamm Basic 3™ Will, Health Care Proxy (or “Living Will”), and Power of Attorney
Creating a Life Estate for Your Property
Guardianships
Irrevocable and Revocable Trusts
We are happy to work with you as well as your financial adviser, tax accountant, and insurance representative to develop a comprehensive estate plan. If you don't have any of these professionals, we have a team that we can consult with on your behalf. Our team will listen to your individual needs to create a plan that minimizes estate taxes and costs, while still achieving your personal goals.
Plan Today for Your Family’s Tomorrow
Creating a proper estate plan is very important. It gives you the peace of mind of knowing exactly what will happen to your assets when you pass, as well as knowing that you have taken care of your loved ones. It is certainly one of the most important things a person does in their lifetime.
Why You Need A Will
Many people think that a will is only for those who want to set up trusts or save taxes. That may be one benefit, but the primary reason for making a will is to leave your property and your assets to those you care about, and in the proportions you choose.
Do You Need an Estate Plan?
Step back for a moment, and let’s take a look at your current family situation. Does it seem to fit into any of the following red flag categories? If it does, you should seriously consider establishing an estate plan, regardless of your net worth.
Why You Need an Estate Plan
Comprehensive estate planning services have proven advantageous in an array of separate circumstances. If any of the following scenarios currently apply to your life, it may be time you sought out the help of a skilled attorney. Allow a trained professional to handle all matters of estate planning, and you’ll undoubtedly start to notice the benefits.
Getting Started on Your Estate Plan
Have you thought about your estate? You can get started with these 4 tips.
The Essentials of Estate Planning: Stamm Basic Three™
Estate planning is the systematic approach to organizing your personal and financial affairs in order to deal with the possibility of mental incapacity and certain death. Depending on your current family and financial situation, your foundational estate plan will include four or five essential legal estate planning documents. Your estate planning attorney will be able to assist you with preparing all of the estate planning documents that you will need for your situation.
