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Estate Planning

Estate Planning is a necessary part of life for everyone, not just the wealthy.

It is often said that only two things in life are inevitable: death and taxes. Unfortunately, our current tax system is set up so that your loved ones have to deal with both issues at a mournful time. A well executed estate plan is a great way to help your family and loved ones navigate the difficulty of your passing. Of course, a proper estate plan will also protect your assets and wishes and can provide for your beneficiaries well after you are gone.

I can help you set up:

•Wills
•Living Wills and Trusts
•Life Insurance Trusts
•Revocable Trusts
•Irrevocable Trusts
•Special Needs Trusts
•Business Succession Planning
•Powers of Attorney
•Medical Powers of Attorney
•Guardianships
•Advanced Healthcare Directives

 

To get started complete the below questionnaire

When a loved one passes away, their property must be distributed. This is done in one of two ways. If your loved-one owned his or her assets through a well drafted and properly funded living trust, it is likely that no court-managed administration is necessary, however the successor trustee needs to administer the distribution of the deceased. For folks with a will or with no estate plan, a court-managed process called probate or estate administration may be used. This probate process is where the assets of the deceased are managed and distributed.   For more information contact me.

 

Guideline for Probate/Estate Administration:The length of time needed to complete the probate of an estate depends on the size and complexity of the estate and the local rules and schedule of the probate court. 

Every probate estate is unique, but most involve the following steps:

  • Filing of a petition with the proper probate court.

  • Notice to heirs under the Will or to statutory heirs (if no Will exists).

  • Petition to appoint Executor (in the case of a Will) or Administrator for the estate.

  • Inventory and appraisal of estate assets by Executor/Administrator.

  • Payment of estate debt to rightful creditors.

  • Sale of estate assets. 

  • Payment of estate taxes, if applicable.

  • Final distribution of assets to heirs.

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