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Joint Estate Plan with Spouse

I am married and would like to discuss creating a joint estate plan with my spouse to ensure that our wishes are aligned and our assets are managed and protected together.

YesNo

Avoiding Probate Court at Death

I want my loved ones to avoid the delays and costs of probate court. I’d like to explore options like living trusts to ensure my estate can be passed down efficiently and privately.

YesNo

Appointing a Legal Guardian for Minor Children

If I pass away, I want to make sure my minor or incapacitated children are cared for by someone I trust. Naming a legal guardian in my will is important to me.

YesNo

Designating Financial and Medical Agents if Mentally Incapacitated

I want to appoint someone to manage my finances and healthcare decisions if I’m unable to do so myself. A financial power of attorney and healthcare directive can help ensure my wishes are followed.

YesNo

Minimizing Estate Taxes

I have over $13 million in assets personally or, together with my spouse, over $26 million in assets. I'm interested in strategies to minimize estate taxes and ensure more of my wealth is passed on to my family at death.

*Note: Federal estate taxes only apply to individuals with more than $13 million in assets or couples with more than $26 million. Estates below these amounts are not subject to federal estate taxes.

YesNo

Asset Protection

I work in a profession with a high risk of lawsuits or I simply want the peace of mind that comes with asset protection.

I understand that every asset protection strategy involves giving up some degree of control over my assets. In some cases, this loss of control may be minimal, but it is always necessary.

I am interested in exploring trusts or other legal tools to protect my assets from potential creditors, lawsuits, or divorces, ensuring they are safeguarded for myself and my beneficiaries.

YesNo

Structuring Ownership of Rental Property

I own at least one rental property and want to explore the best ways to structure ownership to protect these assets, simplify management, and maximize tax benefits.

YesNo

Business Succession Planning

As a business owner, I want to ensure my business transitions smoothly to the next generation or new owners. I’d like to discuss how to plan for this transition.

YesNo

Blended Families

I have children or stepchildren from multiple marriages, and I want to ensure that my estate is divided fairly and according to my wishes, avoiding potential disputes.

YesNo

Special Needs Planning

I have a loved one with special needs, and I want to ensure they are cared for without losing their government benefits. A special needs trust is something I’d like to explore.

YesNo

Contracts

Are you interested in forming businesses or discussing preparation of business contracts with us?

YesNo

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