CONSIDERING FORMING A LIVING TRUST? POSSIBLY A LAST WILL AND TESTAMENT?  THE FOLLOWING IS SOME INFORMATION THAT MAY BE HELPFUL TO YOU.      

1.              The State and Federal Government have a ready made “estate plan” available to you; all you need to do is “nothing” and these plans will dispose of your wealth at your death.

2.              These plans are costly, inefficient and time consuming and will maximize recovery for the entities they were designed to protect, the State and Federal Government.

3.              You have the right to design your own plan that is most favorable to you and your family.  Probate and Estate taxes are voluntary.  You are under NO legal obligation to participate in either.

4.              A carefully drawn and executed estate plan removes the State and Federal Government in large part from the equation.  You basically privatize your plan thereby avoiding the states plan to distribute your estate prorata to “the people.”

5.              You are permitted to provide direction to your loved ones on issues of continuing life support, medical care, financial directives and many other matters you wish to control.

6.              The State and Federal Government does not have to have the final say about you or your affairs.  You do NOT have to be a victim of a system that takes the power to control your own affairs away from you.

7.              An Estate Planning lawyer will bring his superior knowledge of the legal system to your situation to craft a plan that will organize your estate to maximize your intentions and minimize taxes, probate expenses, and asset waste through the effective use of Trusts, Family Partnerships, Powers of Attorney, Survivorship and other effective legal devises.

    Our firm is exceptionally qualified to guide you through your Estate Planning matters whether that need involves:      

·        Living Trusts

·        Wills

·        Survivorship

·        Tax Planning

·        Family Limited Partnerships

·        Charitable Remainder Trusts

·        Irrevocable Insurance Trusts

·        Living Wills and Medical Powers of Attorney

·        General Powers of Attorney or otherwise.

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