It’s a fact of life – you need a will. When planning your estate, the more strategic, professional and comprehensive your legal advice, the more your family will benefit. While estate planning might seem to be a simple process, this area of law can be particularly complicated. We cover the preparation of basic wills, and other services some families need, including advice, planning and administration on trust arrangements, guardianship applications, probate issues, powers of attorney, and many other matters. Our services in this area include:
- Preparing your last will and testament;
- Personal directives, commonly known as “living wills”, to plan for incapacity;
- Effective organization of personal affairs to minimize taxes and preserve wealth;
- Customized structures to hold certain assets;
- Gift planning; and
- Testamentary trusts.
Whether you’re just starting the estate planning process, or want to review and update, we are here to help.
Wills & Estates Team
Recent blog posts about Wills & Estates
“Do I Need a Will?” Article By Gregg Knudsen, TEP
With springtime upon us, and preparing for tax season, many of us may have estate planning on the mind. You may be asking yourself [read more...]
Estate Planning – Part 7 – Alter Ego Trust & Joint Partner Trust
Alter Ego Trusts (AET) and Joint Partner Trusts (JPT) are a more complex method of estate planning, but can be well-suited to certain situations. You [read more...]
Estate Planning – Part 6 – Guardianship Appointment
When going through the estate planning process, an important aspect is appointing a guardian for your minor children. A guardian may be needed for your [read more...]
Estate Planning – Part 5 – Personal Directive
A Personal Care Directive (“PD”) is where you delegate your decision-making authority regarding your personal care and your medical decisions to a trusted loved one. [read more...]