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St. George & Surrounding Areas

Estate Planning

Having an estate plan in place is one of the most important things you can do for your loved ones.

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Estate planning is the process of arranging for the distribution of an estate. It will help to eliminate uncertainties of probate administration and minimize the amount of estate taxes and other expenses. Regardless of your age or the complexity of your estate, creating an estate plan is one of the most important steps a person can take to ensure that their final property and health care wishes are honored.

WE CAN HELP WITH THE FOLLOWING ESTATE PLANNING NEEDS:

Trust Package

Trust
Will
Power of Attorney
Health Care Directive
Asset Protection Trust
Supplemental Needs Trust
Special Needs Trust

Litigation

Probate
Mediation

Elder Law

VA Trust
Medicaid Trust

Miscellaneous

PreNuptial Agreement
Post Nuptial Agreement
Guardianship
Document Review

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Tom and his staff were very helpful and patient in explaining everything to me because I had no idea what I was needing or doing. Very timely and extremely helpful. I have already recommended them to friends who knew I was going through the process.

Shawn J.

Wills

A will is a legal document that details the distribution of your assets following death, making your wishes known to family and friends. Contents of a will include the designation of a personal representative who will carry out your wishes, beneficiaries who will inherit assets, the timeline of when beneficiaries will receive assets, and the naming of guardians for minor children. The absence of a will transfers power to the state, to determine how assets are distributed according to state law – and might not be in line with what your wishes would have been. Regardless of the presence of a will, all estates go through probate which is the process of proving a will is legally valid in court. Having a clearly written will makes the probate process far easier for grieving loved ones.

Trusts

Much like a will, a trust is a legal document that details the distribution of assets to your loved ones but can avoid probate, minimize estate taxes, and is active when properly signed. A trustee holds assets on behalf of beneficiaries and specifies exactly when those assets are distributed. A funded trust avoids probate and typically allows beneficiaries to receive assets quicker than through a will. Trusts dictate very specific distribution of wealth, identifying to whom, when and how distributions are made. You can establish an irrevocable trust which cannot be amended, or a living trust which can be amended.

Power of Attorney (POA)

A Power of Attorney (POA) is a legal document that gives an individual the power to act on behalf of another individual. It provides broad or specific authority to make legal decisions on behalf of a person regarding property, finances, or when an individual is not able to be present to sign legal documents. Frequently taking effect in times of illness or disability, a Power of Attorney is essential when planning for long-term care. If the individual for which the Power of Attorney was created becomes incapable of making decisions for him/herself, it is automatically dissolved unless a durable Power of Attorney was established.

Proven Law

Why Choose Us?

Free 30 Minute Consultations

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95+ Years Of Combined Experience On Our Team

We Only Focus On Estate, Trust, And Tax Matters

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(435) 688-9231