Estate Planning
& Probate

A large portion of our practice is focused on estate planning, probate of wills and the administration of decedent’s estates. The foundation of estate planning is preparing wills which insure that clients’ needs and wishes are carried out, while avoiding burdensome estate and inheritance taxes. We carefully review each client’s situation to maximize asset protection and to provide for the orderly transfer of property upon death and other events. The most frequently used documents in estate planning are:

Wills. A written will is simply a declaration of a person’s wishes regarding the disposition of his or her property upon death. Wills may be simple in the case of small estates, or complex where large, taxable estates are involved. Wills often include trusts to minimize taxes, or to preserve a decedent’s property until children reach a certain age.

Statutory Durable Power of Attorney. The durable power of attorney gives another person the power to manage your property and finances in case you become mentally or physically incapacitated, or to act in your behalf if you are unavailable (out of the country on business, for example).

Durable Health Care Power of Attorney. The health care power of attorney gives another person the power to make health care decisions for you if you are unable to do so.

Physicians Directive (also known as “Living Will”). The physicians directive is a document in which you direct a physician to withhold or withdraw life-sustaining procedures in the event of a terminal situation, and to allow you to die naturally.

Pre-Need Guardianship Declaration. This document designates a person to manage you and your property if you were to become incapacitated. It avoids a formal (and often costly) court-ordered guardianship.

The firm is ready to help you with your estate planning and probate needs at a reasonable cost. If you have questions, please call 281-242-7447 or use our Contact Us page.

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