
"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.