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ESTATE PLANNING
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
We can help you draft and design a simple or comprehensive estate plan.
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ESTATE ADMINISTRATION
Administration of an estate on death arises if the deceased is legally intestate, meaning they did not leave a will, or some assets are not disposed of by their will.
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TRUSTS
A trust is created by a settlor, who transfers title to some or all of his or her property to a trustee, who then holds title to that property in trust for the benefit of the beneficiaries.
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WILLS
A will or testament is a legal document that expresses a person’s (testator) wishes as to how their property (estate) is to be distributed after their death and as to which person (executor) is to manage the property until its final distribution.
POWERS OF ATTORNEY
A power of attorney (POA) or letter of attorney is a written authorization to represent or act on another’s behalf in private affairs, business, or other legal matters.
PROBATE
Probate is the judicial process whereby a will is “proved” in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence of the deceased at time of death in the absence of a legal will.
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LIMITED CONSERVATORSHIPS
A “limited conservatorship” refers to the limited legal responsibilities of a conservator over the affairs of an individual who is developmentally disabled, but still capable of making important decisions for themselves.
“Always bear in mind that your own resolution to succeed
is more important than any other one thing.”
The Collected Works of Abraham Lincoln edited by Roy P. Basler, Volume II,
“Letter to Isham Reavis” (November 5, 1855), p. 327.
