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Estate Planning

Wills - Trusts - Trust Funding - Prenuptial and Postnuptial Agreements - Business Planning    Estate and Gift Tax Planning - Durable Power of Attorney - Health Care Surrogate 

  Special Needs - Enhanced Life Estate "Ladybird" Deeds

Whether you have a modest estate or a business empire, you need an estate plan that will work no matter what happens. Life is unpredictable. A customized plan can avoid guardianship if you become incapacitated, protect your minor children with a trust for minors, preserve public benefits for an adult child with a special needs trust, protect you with a prenuptial or postnuptial agreement, and minimize income taxes and inheritance taxes with more elaborate wills and trusts.

 

An estate plan may include a will, a trust or trusts, trust funding with real estate and other assets, a prenuptial or postnuptial agreement, a business succession plan, an update of beneficiary designations on life insurance or retirement accounts to work with your overall plan, a durable power of attorney, a designation of health care surrogate, and a living will.

 

There are many issues to consider, and Attorney Lauren Richardson will take the time to design a personalized plan to address any concerns you may have.

Please see our firm's menu of fees for various estate planning packages and a la carte documents as well as an explanation of what is included in estate planning for large estates (legacy planning consultation) and what is included in more modest estates.

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