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    Estate Planning & Probate

    probate
    Estate planning is more than signing an estate plan document such as a Will or Trust. Estate planning is the execution of appropriate documents and completion of tasks necessary to make the estate plan active and effective. The goal is to properly manage your financial and health matters while you are alive and to pass your assets at death to your children or other beneficiaries with the least court involvement, time and expense.
    Your estate plan should be structured to meet your personal situation and specific estate plan objectives. That requires consultation with an experienced estate planning attorney and consultations with accountants and financial planners as necessary. Simply signing a form will not protect you or your family.

    Estate Planning

    Estate planning is the preparation of Wills, Trusts, Durable Powers of Attorney for Asset Management and for Health Care and related documents. The goal is to manage your financial and health matters while you are alive and to pass your assets at death to your beneficiaries with minimum or no court involvement.
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    Probate

    When an individual passes away with assets in his or her name valued at more than $150,000.00, and there is no joint owner or named beneficiary of those assets, a probate proceeding may be required to pass assets to children or other beneficiaries.
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    Trust Administration

    The focus of our services in the administration of a Trust is to advise the Trustee of his or her fiduciary responsibilities, prepare documents necessary for proper administration of the Trust and assist in completion of all tasks necessary to terminate administration.
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    Conservatorships

    When an individual has assets in his or her name alone and becomes incapacitated (example: from a stroke or heart attack), it may be necessary to appoint a family member, friend or professional to manage the individual’s financial affairs and to provide for personal care for the incapacitated person.
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    Guardianships

    When a minor (someone who is under 18) obtains money, often through an inheritance or as a result of a personal injury lawsuit, it may be necessary to appoint a Guardian to manage the assets of the minor until the minor turns 18.
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    Probate & Trust Litigation

    When a beneficiary or an heir is challenging the provisions of a Will or Trust instrument, legal services are required to defend the Personal Representatives or Trustees in Will or Trust contests.
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    Adoption

    We represent clients in all types of adoptions, including stepparent adoptions and adult adoptions.

    Initial Consultation and Fees

    There is no fee for the initial consultation. To create a client/attorney relationship, we must sign a retainer agreement that will cover all aspects of our attorney/client relationship, including fees & costs.