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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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.
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
Power of Attorney (POA)
Proven Law
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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