A legal will is a powerful estate planning tool that allows you to name beneficiaries, provide for memorial services, and specify what happens to your assets after death. This can prevent family members from arguing over your estate, as well as protect you against creditors. A will can also establish care for your children and pets. Additionally, it can help avoid the probate process and minimize taxes. Our team of experienced attorneys can create a will for you and guide you through other important estate planning documents such as revocable and irrevocable trusts, power of attorney, medical directives, and more.
We can also assist clients with minimizing transfer tax costs by implementing various forms of trusts and other instruments to facilitate wealth preservation and intergenerational transfer strategies. This includes planning for families with special needs children or heirs who require public assistance. Additionally, we have the ability to help with less common devices such as Third Party Special Needs Trusts.
In addition to drafting and executing estate planning documents, our firm provides a full range of services related to the administration of deceased estates and trusts, including serving as trustee, executor or guardian, resolving claims against an estate or trust, and handling any estate and trust litigation matters that may arise. In addition, we work with individuals and banks charged with the administration of a decedent’s estate or trust, appearing in court as necessary, and guiding fiduciaries through the probate process.
The legal team at Davis & Associates Attorneys at Law has extensive experience in estate planning and assisting with the probate of estates and trusts for both high-net-worth and ordinary individuals and families. We help clients with a variety of matters, from creating a simple will and trust to preparing sophisticated wealth-transfer techniques, including the use of revocable and irrevocable trusts and charitable entities. We can also assist clients with avoiding probate by establishing living trusts and other forms of asset protection. We can also assist with the implementation of an estate plan for a disabled or incapacitated person, as well as handle any contested trust and probate proceedings. Contact us today for more information.