"YOUR GUIDE TO FAST, AFFORDABLE ESTATE PLANNING!!!"

Our Firm's Goal is Your Family's Peace of Mind
Our goal is to provide the highest quality legal advice and services to our clients within the areas of our expertise and to assist our clients in obtaining from other capable professionals those services we do not offer. Our clients are almost exclusively individuals; we attempt to foster open and continuous relationships that permit us to become familiar with their personal and family situations, their business and investment goals and their personalities. Contact us today and let us provide you and your family with the peace of mind that you deserve.

Why do you need a will?
Legal experts agree: A will is one document you should make sure you have. Without it, your wishes can be totally ignored and your family could be torn apart by bitter fighting...a conflict that could be prevented through the provisions of a simple will. And, depending on your state laws, dying without a will could cost your surviving family members a lot of money... money that they should rightfully receive. Please inquire about military, senior and package discounts.

How can a living trust help your estate?

1. For most clients, a living trust will avoid probate for all of the assets that have been transferred to the trust. Probate is a costly, time-consuming process that many estates do not need. However, there are some cases in which having a living trust will not provide protection against probate because the estate has few probate assets.;

2. A trust also can avoid a conservatorship, which can be expensive, time-consuming and restrictive. Conservatorships are needed when an individual can no longer manage his or her financial affairs. A conservator is appointed by a court and given the power to manage the conservatee's financial affairs, and also make decisions concerning the conservatee's living arrangements. A properly prepared trust can provide a successor trustee who will manage the trust for the benefit of the trustor, sometimes avoiding the need for a conservatorship;

3. For married couples with more than $1,000,000 in net worth, a living trust can reduce or eliminate federal estate taxes by setting up an Exemption/Bypass/AB trust.

 

 

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