Estate planning can be overwhelming. You want to be sure a plan is in place to protect your assets and your family after you are gone. It can be difficult enough to plan out what you want to do with your assets before adding in legalities and tax protections. The last thing you want is for your family to be saddled with more estate tax than your estate should owe. Millman Law Group focuses on ensuring your wishes are carried out as closely as possible and providing the expertise needed to save you time and money.
There are several powerful tools used in estate planning and using a combination of these tools allows us to create a solid plan for how your estate will be managed. Some ways we serve you are…
Wills
We work with you to create a carefully crafted will designed to ensure your property is handled exactly as you intend. This can be a standalone document, or a “pour over will” which pours over to your revocable trust.
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Revocable Trusts
Revocable trusts give you flexibility to add or remove assets, change instructions, or terminate the trust if you wish. This trust can be modified in your lifetime and transferred to the beneficiaries upon death. It can also help your beneficiaries avoid probate court or conservatorship hearings in many cases.
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Special Needs Trusts
We help you navigate caring for persons with disabilities while making sure that person is protected financially. This involves deciding what kind of special needs trust best suits your situation and whether a standalone trust or one tied into a will is better for your particular case.
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Durable Power of Attorney
Durable power of attorney go a step beyond regular powers of attorney to protect you in cases where you may not be mentally capable of making decisions for yourself. Alzheimer’s and dementia are serious concerns that everyone needs to plan for, and a durable power of attorney can be one solution.
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Health Care Proxies/Living Wills
These documents can both empower someone to make healthcare decisions for you, should you become incapacitated or unable to communicate, and express your wishes for your care. A healthcare proxy is someone appointed to make healthcare decisions for you. A living will is a document that outlines your choices in the event you are unable to communicate.
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Contact Us Today for a Free Consultation
Whether you’re not sure where to start or have a plan already in place, we are here to help. Call us to schedule a free consultation to go over your needs and wishes to decide exactly how Millman Law Group can help ensure your estate is properly managed and cared for. We also offer flat fee pricing for most estate planning needs. Contact us to learn more.