Estate Planning Services
A will is a legal document in which you can name your beneficiaries, designate guardians for your minor children and nominate an executor to collect and manage your assets, pay debts, expenses and taxes and distribute them according to your will.
The most common trust is the Revocable Living Trust. If you have accumulated assets over $150,000 and you wish to avoid probate fees after your death, we can assist you in creating a Revocable Living Trust. In addition, there are certain types of Revocable Living Trusts that can assist married couples in reducing estate taxes.
POWERS OF ATTORNEY
A Durable Power of Attorney for financial matters could be helpful if you ever become incapacitated. You can appoint someone else ("attorney-in-fact") to make financial decisions on your behalf like: refinance real estate mortgages, pay debts and more.
ADVANCED HEALTH CARE DIRECTIVES
You can nominate someone else to make health care decisions for you when you can no longer make them for yourself or speak with your physician. In your Advance Health Care Directive you can state your wishes regarding life support treatment, organ donation and funeral arrangements.
ADDITIONAL ESTATE PLANNING DOCUMENTS
Nomination of Guardians, preparing Trust Transfer Deeds, Trust Certification, Funding Instructions, Assignment to Trust, Trust Estate/Schedule A.
PROBATE OF ESTATE
Filing a Petition with the Probate Court, if necessary, in case a family member passed away and had a Will only or had no estate planning documents at all (die intestate).
Filing a Spousal Property Petition
Filing a Small Estate Affidavit
TRUST MODIFICATION AND TRUST TERMINATION
ESTATE & GIFT TAXES
Advising on U.S. federal estate tax to non-U.S. persons, Green Card Holders and U.S citizens with or without assets outside of the U.S.