WHAT DO YOU DO WHEN SOMEONE DIES? How do you set up or open an estate? Are you an estate personal representative? What are the duties of an executor or an administrator? Did the deceased have a will? Do you know what facts you will need need to provide to your county Register of Wills? How do you move everything owned by the deceased to the estate of the deceased? How do you treat the creditors of the deceased? These questions usually present themselves at the worst possibe moment, at the death of someone you care about. I produce results for my clients by taking care of all aspects of the estate as an estate attorney.
WRITING YOUR WILL: The point of discussing a will or trust is to determine who looks after critical responsibilities like your children, your home or your business. I produce results for my clients by conducting a thorough interview and listening carefully.
PLANNING YOUR ESTATE: Imagine the sum and total of everything you earned, everything you spent; imagine the balance of what you gave and received as gifts. This figure is as difficult to predict as the precise length of your days. Nevertheless, every effort must be made to produce a plan that will protect your estate and your life's work from waste, from delay in providing for loved ones, and a plan that will shelter your assets from unnecessary taxation. I produce results for my clients by a thorough examination and appreciation of your wishes, your estate and the applicable property, estate and tax laws.
CREATING YOUR OWN TRUST: Trusts can be created for many different purposes. A trust can be created by your will and thus hold property after you die for the benefit of your beneficiaries. A trust can be created now to shield your assets from future creditors. A trust can be the recipient of your charitable gifts and thus can produce tax benefits. I have been a Stockbroker (1986-2006) and a bank Trust Officer (2003-2006). Through continuing legal education, bar association discussion groups and some rather thick tax and estate publications, I keep current on tax and trust matters. Thus I produce results for my clients by acquainting you with the opportunities and risks of trusts and estates. (Use the links below for additional information)
