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Common Estate Planning documents include a will, power of attorney, living will, and designation of a health care surrogate, and in some cases, one or more trusts. Preparation of the proper documents with the assistance of an attorney will assist greatly in making sure that your wishes are carried out in the event medical or physical limitations keep you from making those decisions or after you die. The proper documents can also result in substantial savings in the administration of your estate and provide a level of comfort to your family.
If you own property at the time of your death, it will be necessary to file probate proceedings to transfer the assets to your heirs. Our office has extensive experience in handling the probate administration of your estate (property that you own) at a reasonable cost.
It is an unfortunate reality that in some instances, elderly or incapacitated people are the victims of dishonest individuals. This can happen while they are alive or after their death. They may have made transfers of property while they were alive, or a will may have been made that does not truly represent that person’s intent. The victim may not have the mental capacity to make a will, or they were subject to undue influence or duress. We have extensive experience in handling litigation which involves the contesting and/or interpretation of wills and trusts. If you are involved in an estate or trust where you believe some type of wrongdoing occurred, please contact our office to review the case.