#Estate Lawyer

[legalassistant]

If a married person dies without a will, is the spouse automatically the executor of the estate?

If a married person dies without a will, is the spouse automatically the executor of the estate?

Can a Spouse Be an Executor If the Other Spouse Dies?

Almost all married couples name someone to take care of their estate after their death. This person is known as an Executor, although in some states they are also known as a Personal Representative. The Executor's role is a highly complicated one, which includes locating and paying all debts, managing the estate, and accounting. Often this is done with the help of an estate attorney. However, not everyone is prepared to do this job.

If you have questions, you can get a free consultation with the Best Estate Lawyers.

Parklin Law - Estate Planning Lawyer

5772 W 8030 S, # N206

West Jordan UT 84081

(801) 618-0699

[familylawyertexas]

Estate planning is a crucial process that ensures your assets are managed and distributed according to your wishes after your death. It can be a complex and emotionally challenging task, but with the right knowledge and guidance, it becomes manageable. According to estate planning lawyers, there are several key elements that every family should be aware of when considering their estate plan. This blog will delve into these essentials, providing valuable insights for effective estate planning.

[deceasedlawyers]

[jjlawidaho]

Estate Planning Attorney in Boise Idaho Preventing Undue Influence

Estate planning attorney can help prevent undue influence risk

Estate planning attorney in Boise Idaho can help safeguard your wealth for future generations. Estate planning is a crucial process that ensures your assets are distributed according to your wishes after your demise. However, this process is not without its challenges, and one significant concern is the potential for undue influence. Undue influence occurs when an individual exerts pressure or manipulates someone to gain an unfair advantage, particularly in the context of estate planning.

In the state of Idaho, as in many jurisdictions, laws are in place to protect individuals from falling victim to undue influence during the estate planning process. Understanding how undue influence can occur and learning preventive measures is crucial for anyone engaged in estate planning.

1. Recognizing Undue Influence

Undue influence can take various forms, making it imperative to be aware of the warning signs. Common indicators include isolation of the individual creating the estate plan, sudden and significant changes in the plan, and the involvement of a person who benefits substantially from these changes. In Idaho, courts pay close attention to these signs to determine whether undue influence has occurred.

One-way undue influence may manifest is through coercion or threats. For instance, an heir might threaten to expose embarrassing or damaging information about the testator unless they change the estate plan to favor the influencer. Recognizing these subtleties is crucial for safeguarding the integrity of the estate planning process.

2. Vulnerable Individuals

Certain individuals are more susceptible to undue influence, and Idaho law takes this into account. Vulnerable parties may include the elderly, those suffering from cognitive impairments, or individuals experiencing emotional distress. Recognizing vulnerability is crucial for implementing additional safeguards to protect these individuals during the estate planning process.

3. Idaho Laws Addressing Undue Influence

In Idaho, the legal framework provides remedies to counteract undue influence in estate planning. The state recognizes that protecting vulnerable individuals is paramount. If the court determines that undue influence has played a role in an estate plan, it may declare the influenced provisions void. Idaho courts have the authority to set aside any part or the entirety of a will or trust that is found to be the result of undue influence.

Additionally, Idaho Code § 15-2-510 establishes a legal presumption of undue influence in certain situations. If someone involved in the creation of the estate plan, such as a family member, is in a confidential or fiduciary relationship with the testator and is a substantial beneficiary of the plan, the law presumes undue influence. This places the burden of proof on the influencer to show that no undue influence occurred.

4. Seeking Professional Guidance

To minimize the risk of undue influence, individuals in Idaho are strongly encouraged to seek professional guidance during the estate planning process. Engaging an experienced estate planning attorney can provide an objective perspective and ensure that the process adheres to legal standards. Attorneys can also help assess the mental capacity of the individual creating the estate plan, ensuring that decisions are made freely and without external coercion.

Strategies to Avoid Undue Influence in Idaho Estate Planning

While Idaho law provides safeguards against undue influence in estate planning, individuals can take proactive steps to minimize the risk and ensure the integrity of their final wishes.

1. Maintain Open Communication

Clear and open communication is essential in estate planning. Discussing decisions with family members, heirs, and other involved parties can help prevent misunderstandings and reduce the likelihood of someone feeling compelled to exert undue influence. Transparency promotes a shared understanding of the reasoning behind estate planning decisions, making it more challenging for someone to manipulate the process.

2. Document Decision-Making Process

In Idaho, documenting the decision-making process can serve as a powerful tool against claims of undue influence. Keeping detailed records, including the reasons behind specific decisions and any discussions with family members or beneficiaries, can provide a clear trail of intent. This documentation can be crucial evidence in the event of a legal challenge to the estate plan.

3. Regularly Update Estate Plans

Estate planning should be an evolving process that adapts to life changes and evolving family dynamics. Regularly updating your estate plan ensures that it reflects your current wishes and reduces the risk of someone exploiting outdated provisions. By staying proactive, you minimize the opportunity for undue influence to take root.

4. Choose Objective Professionals

Engaging professionals like attorneys, financial advisors, and accountants with no personal stake in the estate can add an extra layer of protection. These individuals can provide valuable insights, ensure compliance with Idaho laws, and act as neutral parties in the decision-making process. Their expertise can help safeguard against any potential undue influence.

5. Assess Mental Capacity

Idaho law recognizes that mental capacity is crucial in the estate planning process. To avoid undue influence, it is essential to assess and document the mental capacity of the individual creating the estate plan. Seeking a medical opinion, such as a cognitive assessment from a healthcare professional, can provide an objective evaluation of the individual's ability to make sound decisions.

6. Utilize Mediation or Family Meetings

Mediation or family meetings can serve as a constructive forum for discussing estate planning decisions. These settings provide an opportunity for open dialogue, addressing concerns, and ensuring everyone involved has a voice in the process. A neutral mediator can facilitate discussions, helping to prevent misunderstandings and mitigate the risk of undue influence.

7. Safeguard Against Isolation

Isolation is a common tool used by those seeking to exert undue influence. To counteract this, individuals should maintain social connections and involve trusted friends, advisors, or family members in the estate planning process. By broadening the circle of those aware of the decisions being made, the risk of undue influence diminishes.

8. Consider No-Contest Clauses

Including a no-contest clause in your estate plan can act as a deterrent against legal challenges and claims of undue influence. A no-contest clause stipulates that any beneficiary who contests the will or trust forfeits their inheritance. While not foolproof, this can discourage disgruntled heirs from pursuing legal action and helps to maintain the testator's wishes.

Estate planning in Idaho is a complex process that requires careful consideration and diligence to prevent undue influence. By implementing these strategies, individuals can fortify their estate plans against potential manipulation, safeguarding their final wishes and protecting vulnerable family members.

Hire the best estate planning attorney in Boise Idaho

Jacobson & Jacobson Law Firm, since 1982, is committed to serving the Boise and Nampa, Idaho areas for your top Criminal Defense, Personal Injury, Business Law, Estate Planning, Family Law, Immigration Law, and Litigation needs. Contact us today to get started. For a free 30-minute consultation, book here: https://calendly.com/jfj-1

[albertmaimoneassociatespc]

Estate planning attorney near me

The best and most effective way to protect your assets and ensure they’re distributed to the proper heirs is to create a last will and testament. In Queens, New York, get the highest quality and most comprehensive estate planning and probate representation from Albert Maimone & Associates, P.C. These lawyers for estate planning are based in College Point, Queens, help you create your will, and they’re available to help you navigate the sometimes complicated route of probate law if a loved one dies and you’re named the estate executor. Call these lawyers for a free consultation.

ALBERT MAIMONE & ASSOCIATES P.C.

127-16 14th Avenue College Point, Queens, NY 11356 (718) 357-1216

[celayalawnapa]

Enhancing Your Estate Planning: The Role of Your Trustee

The trustee you select when establishing a trust is a pivotal decision in your estate planning journey. In the case of a revocable living trust, which you create during your lifetime and can modify at will, you may initially act as the trustee, retaining full control over and benefit of the assets within it. However, have you considered what occurs if your health deteriorates or you find yourself incapacitated due to unforeseen circumstances? With today's increased life expectancies, the likelihood of facing health issues, such as dementia, in later years is on the rise. This can render managing your financial affairs impossible. Furthermore, planning for what transpires after your demise is equally crucial. Naming a successor trustee, as well as an alternate in case the first successor is unable or unwilling to serve, is essential. This ensures seamless management of the trust on your behalf in the event of your incapacity or passing.

Selecting a Trustee: A Matter of Trust

Certain qualities are essential when considering a trustee. Trustworthiness and responsibility are paramount, as are sound financial and investment decision-making abilities. The chosen trustee must also be dedicated to carrying out your wishes as expressed in your trust document. Depending on your circumstances, you may decide to have distinct trustees appointed for your incapacity and your passing. On the other hand, you might prefer the same trustee to serve in both situations.

Different Trustees for Different Scenarios

Incapacity:

During your lifetime, you are the primary beneficiary of your revocable living trust. In the event of incapacity, you may favor a family member, such as a spouse, child, or a close relative, to assume the role of trustee. Not only are they legally obliged to act in your best interests, but they also know you intimately, understand your needs, and are motivated by their love for you. They can ensure your affairs are managed in a manner that optimally benefits you. A family member serving as a trustee is entitled to reasonable compensation for their work, but they may forgo it. Importantly, because there typically are no other trust beneficiaries during your lifetime, the risk of the trustee displaying favoritism or partiality between beneficiaries is minimized.

It's advisable to consider naming the same person you've designated as your agent in a financial power of attorney to also serve as your trustee. While your trustee oversees the assets held in your trust, your agent under a financial power of attorney is generally authorized to manage non-trust assets, pay bills, enter into contracts, and engage in other financial transactions on your behalf. The person you appoint as your agent should meet the same criteria as those used in selecting a successor trustee: they should be honest, reliable, and capable.

At Your Passing:

After your demise, you are no longer the beneficiary of your trust; instead, your trust's beneficiaries, as designated in your trust document, receive distributions following your death. Naming your spouse or child as your successor trustee might prove challenging for them due to grief and distress. Additionally, family conflicts or disharmony can surface, especially if you have children from previous marriages or blended families. Appointing a professional trustee, a trusted friend, or a reliable business associate who can be relied on to act impartially can help avert family disputes.

The Same Trustee for Both Incapacity and Death:

Should the risk of family discord be minimal, you might choose to have the same person serve as your successor trustee during both your incapacity and following your death. This approach presents several benefits. It requires less preparation for either scenario as only one individual needs to familiarize themselves with your affairs. This approach ensures a smoother transition in the event of incapacity since the trustee is already in place, reducing stress.

We're Here to Help:

Determining your successor trustee is a pivotal decision in your estate planning process. We can provide guidance on whether to opt for the same trustee or different trustees in cases of incapacity or death, selecting multiple trustees, or appointing a professional trustee. Our goal is to assist you in reaching your objectives and minimizing potential conflicts within your family after your passing. Contact us today to schedule a consultation, allowing us to support you in making these vital decisions regarding your estate plan.

[estatelawyernearme]

Estate Lawyer Near Me

Without the proper guidance and information, finding the right person to handle your assets is overwhelming. You need an estate planning attorney in Warrenton you can trust to take care of your estate plan.

Without an estate plan in place, you feel like you have no control over the future. Only one thing is certain; you know you want to provide for your children.

At McCarthy & Akers, PLC, we have extensive experience in preparing estate plans. We’ll create a customized plan to meet your desires and give you peace of mind. Phone: 540-340-5835 Address: 25 South 4th Street, Suite 102, Warrenton, VA 20186

[estateinventoryservices]

Estate Clean Out and Estate Auction Services | Simplifying Transitions with a Trusted Real Estate Agent in Loveland

Managing an estate can be an emotionally taxing experience, and two critical components of this process are estate clean outs and auctions. In Loveland, a reliable real estate agent can be your guiding light during these challenging times. In this blog, we will delve into the significance of estate clean outs and auctions, and how a trusted real estate agent can offer comprehensive support throughout the entire process. For top-notch estate services in Loveland, look no further than Estate Inventory Services, where they specialize in estate clean outs, auctions, and much more.

Estate Clean Out: A Smooth Transition for Your Loved Ones

The passing of a loved one can be overwhelming, and managing their estate requires utmost care and sensitivity. Estate clean outs involve efficiently clearing the property of its contents, ensuring a seamless transition for the next phase. From sorting belongings to responsible disposal, this process demands meticulous attention to detail. In such situations, a dependable real estate agent often recommends professional estate clean-out services to alleviate the family’s burden.

Estate Inventory Services, with their expertise in estate clean outs, understands the sentimental value of personal belongings. Their compassionate team ensures that the process is handled with the utmost respect and professionalism, providing peace of mind during this difficult period.

Estate Auctions: Unlocking Maximum Value

For estates with valuable items, estate auctions are an excellent means of unlocking their full potential. Auctions create a competitive atmosphere where interested buyers bid on items, driving prices higher and guaranteeing fair market value. This approach is especially beneficial for valuable antiques, collectibles, and artworks.

At Estate Inventory Services, conducting estate auctions is their specialty. Their team of skilled auctioneers and extensive network of potential buyers ensures that each item receives the attention it deserves, resulting in maximum returns for the estate.

The Role of a Real Estate Agent in Loveland

A reliable real estate agent in Loveland is a valuable asset when it comes to estate clean outs and auctions. As trusted advisors, these professionals offer unwavering support and guidance throughout the entire process, considering the emotional challenges involved.

When selecting a real estate agent in Loveland for estate services, experience and a proven track record are paramount. Estate Inventory Services boasts a team of knowledgeable and dedicated real estate agents who prioritize their clients’ needs, delivering exceptional results.

The Estate Inventory Services Advantage

Estate Inventory Services stands out as the premier provider of estate solutions in Loveland, offering a comprehensive approach to estate clean outs and auctions. Here are the key advantages they provide:

a. Seamless Solutions: Estate Inventory Services takes care of every aspect, from the initial clean-out to organizing and hosting successful auctions.

b. Compassionate Support: The team acknowledges the emotional toll of managing estates and approaches their work with empathy and sensitivity.

c. Industry Expertise: With years of experience in the estate industry, their professionals possess the knowledge required to handle any situation.

d. Extensive Network: Their wide network of buyers and collectors ensures that valuable items receive the attention they deserve.

Conclusion

In conclusion, estate clean outs and auctions are pivotal aspects of managing estates in Loveland. Entrusting these critical tasks to a reputable real estate agent can make a world of difference. Estate Inventory Services offers a comprehensive and compassionate approach to estate solutions, delivering exceptional results for their clients. To learn more, visit their website at https://www.estateinventoryservices.com/ and experience a stress-free estate transition like never before.

[deceasedlawyers]

Why You should Hire a Deceased Estate Lawyer

[jjlawidaho]

Estate Planning Attorney in Boise and Nampa ID Debunks Common Myths

Estate planning attorney can help you know the best ways to safeguard your wealth

Estate planning attorney in Boise and Nampa ID can help protect your wealth. Estate planning is a crucial aspect of securing your legacy and ensuring your loved ones are taken care of when you're no longer around. However, misconceptions about estate planning abound, and falling prey to these myths can have serious consequences. In Idaho, where state laws play a significant role in shaping estate planning strategies, it's essential to separate fact from fiction. Let's debunk some common estate planning myths to help you make informed decisions.

Myth 1: "I'm Too Young for Estate Planning"

One of the most pervasive myths is that estate planning is only for the elderly. In reality, everyone, regardless of age, should have a comprehensive estate plan. Accidents and unexpected events can happen at any time, and having a plan in place ensures that your assets are distributed according to your wishes.

Myth 2: "I Don't Have Enough Assets for Estate Planning"

Estate planning is not just for the wealthy. Regardless of the size of your estate, having a plan in place can prevent potential disputes among heirs and provide clear instructions for asset distribution. In Idaho, estate plans can encompass various assets, including real estate, investments, and personal property.

Myth 3: "A Will Is Sufficient for My Estate Planning Needs"

While a will is a crucial component of an estate plan, it may not be sufficient on its own. Idaho residents should be aware that a will goes through probate, a court-supervised process that can be time-consuming and costly. To streamline the distribution of assets, individuals may want to explore other tools like trusts, which can help avoid probate. Speak with your estate planning attorney in Idaho to explore the most favorable solutions based on your needs.

Myth 4: "Estate Planning Is Only About Distributing Assets"

While asset distribution is a significant aspect of estate planning, it's not the only consideration. Health care directives and powers of attorney are essential components of a comprehensive plan. Idaho residents should be aware of state-specific requirements for these documents to ensure they are valid and enforceable.

Myth 5: "I Can DIY My Estate Plan Using Online Templates"

While online templates may seem like a cost-effective solution, they often lack the specificity required by Idaho state laws. Estate planning is not one-size-fits-all, and relying on generic documents may lead to unintended consequences. Consulting with an experienced Idaho estate planning attorney ensures that your plan is tailored to your unique situation and complies with state regulations.

Myth 6: "Once I Create an Estate Plan, I'm Done"

Estate planning is not a one-time task. Life circumstances change, and it's crucial to review and update your plan regularly. Marriage, divorce, the birth of children, and changes in financial status are all events that may necessitate adjustments to your estate plan. Idaho residents should work with their attorney to ensure their plan reflects their current wishes and complies with any changes in state laws.

Myth 7: "Estate Planning is Only for the Wealthy"

Some individuals mistakenly believe that estate planning is only necessary for the wealthy. In Idaho, regardless of the size of your estate, having a plan in place can help minimize taxes, streamline the distribution of assets, and provide for your loved ones. An experienced estate planning attorney in Idaho can guide you on the best strategies to protect your assets and minimize tax implications based on your specific circumstances.

Myth 8: "My Spouse Will Automatically Inherit Everything"

While Idaho has laws in place that address intestate succession (distributing assets when there is no will), relying on these laws may not align with your wishes. Without a valid will or estate plan, the state determines how your assets are distributed, and this may not reflect your intentions. To ensure your spouse inherits as you desire and to avoid potential complications, it's crucial to have a clear and legally binding estate plan.

Myth 9: "I Can Gift Assets to Avoid Estate Taxes"

While gifting can be a valuable estate planning strategy, it's essential to be aware of the potential tax implications. In Idaho, there are both federal and state estate tax considerations. Consulting with an estate planning attorney can help you navigate the complexities of tax laws and implement effective strategies to minimize tax burdens while achieving your estate planning goals.

Myth 10: "Estate Planning is Only About Death"

Estate planning is not solely about what happens after you pass away. It also encompasses plans for potential incapacity or disability. Documents such as a durable power of attorney and an advance healthcare directive are essential components that designate someone to make financial and healthcare decisions on your behalf if you become incapacitated. Considering these aspects ensures that your wishes are respected, even if you are unable to communicate them. Dispelling these estate planning myths is crucial for residents of Idaho who want to safeguard their assets and provide for their loved ones. Working with an experienced estate planning attorney in Idaho is key to creating a comprehensive and legally sound plan. By understanding the intricacies of Idaho state laws and addressing common misconceptions, individuals can navigate the estate planning process with confidence, ensuring that their wishes are honored and their legacy is protected.

Hire the best estate planning attorney in Boise and Nampa ID

Jacobson & Jacobson Law Firm, since 1982, is committed to serving the Boise and Nampa, Idaho areas for your top Criminal Defense, Personal Injury, Business Law, Estate Planning, Family Law, Immigration Law, and Litigation needs. Contact us today to get started. For a free 30-minute consultation, book here: https://calendly.com/jfj-1

[pizzolatolawfl-blog]

Five Things to Know Before Including a Limited Liability Company in Your Estate Plan

Five Things to Know Before Including a Limited Liability Company in Your Estate Plan

When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number of tools for your unique situation. One tool that might benefit you is a limited liability company (LLC) that owns some of your accounts and property.

What is a limited liability company?

An LLC is a business structure that can own many types of accounts and property. The LLC is owned by members who contribute money or property to the LLC. You can have a single-member-owned LLC or a multimember-owned LLC. If there is more than one member, management of the LLC can either be carried out by each member or the members can elect a manager.

What can an LLC own?

When people think of an LLC, they assume that it is a structure to operate a business. However, many types of accounts and property can benefit from being owned by an LLC:

Real estate. An LLC can own property such as a second home, a rental property, or a property that has been in the family for generations.

Investments. In some cases, an LLC can be formed to allow multiple people to pool their money and invest it with a larger volume.

Expensive and risky property. An LLC can own items such as airplanes and boats.

Why should I consider using an LLC in my estate plan?

Asset Protection

Because the LLC is a separate entity, typically the LLC’s creditors can only go after the LLC’s money and property, not the member’s personal accounts or property. Also, if the proper formalities are in place, the member’s personal creditors may not be able to reach the LLC’s accounts and property to satisfy the member’s personal debts. Note: In some states, a single-member LLC does not enjoy the same protection from the member’s personal creditors. The rationale of these laws is that your creditors should be able to seek relief through your LLC interests to satisfy their claims because there are no other members that will be negatively impacted by seizure of money and property owned by the LLC. Florida is one of those states.

Probate Avoidance

Anything that is owned by the LLC, either retitled into the name of the LLC during your lifetime, bought by the LLC, or transferred by operation of law at your death, will not go through the public, costly, and time-consuming probate process. The probate process only transfers accounts and property that you owned at your death. By using an LLC, the LLC—not you—owns the accounts and property. However, if you own a membership interest in your own name, the transfer of the membership interest at your death may need to go through the probate process.

How can an LLC be used in an estate plan?

How It Works

During your lifetime, you create an LLC and then transfer accounts and property to the LLC or name the LLC to be the beneficiary of your accounts and property at your death. Once it has been created, you may also purchase property or create accounts in the name of the LLC. As the creator of the LLC, you will be a member. A member is someone who owns an interest in the LLC, and depending on the number of members and the type of management, may also manage the LLC. If you are married, your spouse may also be a member. You can also add other people as LLC members either when the LLC is created or later. Be aware that there may be gift tax consequences associated with adding members who do not contribute their own money or property to the LLC. The LLC becomes the owner of the accounts and property and it is operated as an entity separate from its individual members. It is this separation that allows an LLC to have some level of asset protection. At your death, the only item that may need to be transferred is your ownership interest in the LLC; the accounts and property owned by the LLC will remain owned by the LLC.

Operating Agreement

Most LLCs have an operating agreement that outlines the rules for managing and transferring a member’s interest in the LLC. If you currently have an LLC but do not have an operating agreement, or have an operating agreement but need to update it, please reach out to us as soon as possible to assist you in getting one in place. Some provisions that should be included in the operating agreement are 

who the members of the LLC are,

the percentage of ownership that each member has,

how conflicts among members are settled,

any restrictions on a member’s ability to transfer their membership interest (including transfers to a trust), and

what happens to each member’s interest if the member dies (in most cases, whatever is stated in the operating agreement controls).

Trust Agreement

As an additional layer of protection, you may choose to transfer your membership interest in an LLC to a revocable living trust. As the creator, trustee, and beneficiary of the trust, you would still be able to participate in the management of the LLC and benefit from the LLC, you would just do so as the trustee of the trust and not as an individual. Because the trust owns the membership interest, transfer of the membership interest will not require probate, because the trust does not die. In fact, the trust can continue to own the membership interest after your death, which you can include in the trust’s instructions, along with a provision allowing a successor trustee to step in for you and handle LLC matters on behalf of the trust’s beneficiaries. Alternatively, you could state in the trust instructions that the membership interest be distributed to a named beneficiary at your death or at a specific time in the future. At that point, the beneficiary would have control of the membership interest.

Best Practices for Using an LLC

To ensure that you can take full advantage of the benefits associated with an LLC, it is critical that you follow all of the rules. An LLC is supposed to be a separate entity and you need to treat it as such. This means that there are some formalities you need to abide by, some of which include filing your annual report with the appropriate state government office and keeping separate records to showcase all transactions and meetings that the LLC is involved with. We have a Business Representation Program something like our Family Care Program to help with that. Additionally, you need to keep your personal money and property separate from the LLC’s money and property. You should not treat the LLC bank account as your own personal wallet.

Effective January 1, 2024, LLCs that meet the definition of a reporting company will need to file a Beneficial Ownership Information Report with the Department of the Treasury’s Financial Crimes Enforcement Network. The report must include the name, birthdate, address, and unique identifying number, issuing jurisdiction, and image of an acceptable identification document for all of the beneficial owners of the LLC. A beneficial owner is an individual who owns or controls 25 percent or more of the ownership interest of the company or who exercises “substantial control” over the company. For reporting companies created after January 1, 2024, company applicants must provide their name, birthdate, address, and the unique identifying number, issuing jurisdiction, and image of an acceptable identification document. A company applicant is either the individual who files the document that creates the entity or registers the entity to do business in the United States in the case of a foreign reporting company, or the individual who is primarily responsible for directing or controlling another person’s filing of the document. Again, my Business Representation Program will be amended to include that in 2024.

What are my next steps?

We understand how important it is to protect yourself, your loved ones, and all that you have worked so hard to earn. A comprehensive estate plan can help accomplish your goals by implementing the right strategies for your situation. If you would like to explore how an LLC can help you plan for your future and the future of your loved ones, please reach out to our firm.