Trusts, Wills & Ancillary Strategies

A good man leaveth an inheritance to his children’s children: and the wealth of the sinner is laid up for the just. Proverbs 13:22 King James Version

As part of the Estate Planning services we provide, and based on analysis of your particular circumstances, objectives and wishes, we provide counselling upon and prepare some or all of the following foundational, as well as, more advanced or sophisticated estate planning documents in every will based or living trust based estate plan, as the case may be:

Trusts

Below, are samples of the types of trusts we plan, design, prepare and implement:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Qualified Personal Residence Trusts
  • Life Insurance Trusts
  • Dynasty Trusts
  • Charitable Trusts
  • Domestic Asset Protection Trusts
  • Minor’s Trusts
  • Special Needs Trusts
  • Gun Trusts

Wills

Following are a few of the  types of Wills we prepare:

  • Basic Single Person Will
  • Basic Married Couple Wills
  • Contingent Disclaimer Trust Wills
  • Bypass Trusts Wills
  • QTIP Trust and Bypass Trust Wills
  • Pour-over Will (used with Living Trusts)
  • Wills with Special Needs Trusts

Financial Powers of Attorney

We prepare Durable Powers of Attorney for Financial and Business Matters as part of the Estate Planning package of documents we provide to our clients

Health Care Powers of Attorney

We prepare Health Care Powers of Attorney aka Advance Health Care Directives as a part of the Estate Planning package we provide to clients

Spousal Property Agreements

We prepare Spousal Property Agreements upon and only pursuant to the fully informed request of clients who wish to convert the character of their assets to community property or separate property

Other Documents

The following documents are just some of those that we prepare as part of a complete Estate Plan:

  • Deeds to Living Trust
  • Title transfer documents
  • Post Death Trustee/Executor Instructions
  • Client Letter of Instructions