Wills, Trusts, & Estate Planning
Your estate planning needs are as unique as you are. While most people think of a Will as the only document needed in an estate plan, a good estate planning attorney takes the time to understand your individual situation and offers comprehensive estate planning options tailored to your personal goals. From ensuring the care of your children to safeguarding your family home from being mired in probate proceedings, Jack can help you and your family make certain that your wishes are followed and their needs are met.
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Wills
Create a document to appoint executors to manage your estate and to ensure that your assets are distributed according to your wishes. All Will packages include Healthcare Proxies and a Power of Attorney.
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Trusts
One of the most effective ways to ensure your assets pass to your beneficiaries quickly and without the need for probate. Trusts are a popular estate planning tool for a reason; they allow for the assets to be protected, and for ownership to pass quickly. Trusts can also be used to protect individuals from exceeding Medicaid asset limits and for ensuring that individuals receiving government benefits will not be disqualified from continuing to receive those benefits.
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Estate Planning
Effective estate planning requires a counselor familiar with your concerns, goals, and assets, as well as your family relationships and structure. Complete estate planning involves more than just your attorney. Jack will work with your accountant, financial planner, banker, broker, or insurance agent to ensure all of your assets are accounted for and included in a comprehensive plan tailored to your needs and desires.