It is important for every person, especially individuals with families, to know what is going to happen to their children, spouse, and assets after they pass away. It is just as important to avoid any unnecessary fees and taxes. The Generational Wealth & Legacy Program was created to help you gain clarity in understanding who will watch over your minor children, how you will be buried, and how your assets will be managed both during your life and after your passing.
Our office recognizes that estate planning can involve various degrees of complexity. You want to utilize estate attorneys to achieve personal, family and tax objectives. An outright distribution of assets may only require a simple will. If you desire one or more trusts you may need a testamentary trust provision in your will. Alternatively, the will may leave assets to a preexisting inter vivos trust (created in your lifetime) through a pour over provision in your will. Estate planning documents such as a last will and advanced directives such as a Power of Attorney are needed to avoid uncertainty and litigation. Our goal is to ensure that the testator’s (one who dies having left a will) estate plan and goals are achieved and to provide for surviving family members, and minimize taxes.
We handle a variety of legal matters including:
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If you would like to speak to an attorney fill out the form below or contact our office at:
Office: (205) 578-1597