We provide estate planning services to individuals and families of all ages and circumstances. Our goal is to help our clients plan and provide for the distribution of their estates as they intend in the most efficient and effective manner possible.
Estate planning is appropriate and helpful regardless of the size of the estate. With proper planning, your estate will go to the people you want, in the way you want, when you want. It permits you to save as much as possible on taxes, court costs, and administrative fees and may avoid delay and financial hardship for your family.
A properly drafted estate plan also provides for the management of your affairs during your lifetime in the event of incapacity or disability. The following are examples of the types of documents we typically prepare:
- Advance Medical Directives
- Durable General Powers of Attorney
- Last Wills and Testaments, to include testamentary trusts
- Revocable and irrevocable
- Irrevocable Life Insurance Trusts
- Pet Trusts
- Supplemental Needs Trusts
Whether you are seeking experienced assistance in drafting a simple Last Will and Testament, or knowledgeable guidance in intergenerational tax planning and asset preservation, we are available to assist you with all aspects of your estate plan.
To learn more about this practice area, contact John E. Ritzert Jr.