Estate Planning

Trusts, Wills, Powers of Attorney, Advance Medical Directives, etc.

“Our children all live out of the area.  My spouse and I want things to be as simple as possible for the children when we pass; and really, we’ve paid enough taxes, how can we be sure our children don’t pay any more in taxes than necessary?”

“I don’t really have an “estate”, but want an inexpensive way to allow my daughter to help me pay my bills while I’m living, and to pass my estate to her when I die.  How best to do this?”

“We’re a blended family. How can we provide for each other, and for our intended beneficiaries when we both pass, without creating conflict in the family?”

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At The Heritage Law Group, our attorneys have nearly fifty years of experience in finding solutions to these questions, and our estate planning paralegals have years of experience.  It is rare that we find an issue that we have not seen before.

We want you to know how you will provide for your family, as well as keeping them from the harm that predators (and creditors) can cause.  We will listen attentively to your concerns, and work with you to design and implement an estate plan designed to address your specific family situation, and financial concerns.

What is Estate Planning?  Estate planning is laying out, in legally binding language, the answers to questions such as, who manages my medical and financial affairs for me if I become incapacitated?  What can they do, and what can’t they do?  Who manages at my death?  Who inherits from me, and what conditions should I put on the inheritance? 

These questions are not contingent on how much money you have; they have more to do with you and your family, and your special concerns.

At The Heritage Law Group, usually we will recommend a combination of documents in order to effectively implement your plan.   These may include Trusts, Wills, financial Powers of Attorney, Advance Medical Directives and Medical Powers of Attorney, HIPAA releases, Appointment of Agent for Direction of Disposition of Remains, and deeds.

Our experience linking Estate Planning to Elder Law is a feature of our office (see our article on The Important Relationship Between Elder Law and Estate Planning).  We also have experience in estate planning serving special interest communities, such as those with special needs family members, unmarried couples, the LGBT community, and those interested in Pet Trusts.  We welcome inquiries.