Two of the most asked questions in our office are “What is the difference between a will and a trust?” and “Do I need a power of attorney document?” We help you understand whether or not you may benefit from a will or a trust and what a power of attorney can be used for. We look at your particular situation to determine your legal options, so that you can make informed decisions on how to handle your situation. In this process we assist you in creating an estate plan to organize your assets, minimize taxes and provide for your loved ones.
Some individuals procrastinate and do not address estate planning until it’s too late. Then they may be faced with guardianship court or a contested estate in probate court. We make sure that you have the proper documents in place to give you comfort moving forward and help you avoid any unnecessary complications. We rely on decades of experience to achieve the best results for our client’s.
Here is our process:
* You click on the contact button and then either call us or send us an e-mail.
* We talk to you to gain a basic understanding of your unique situation and concerns.
* We determine if we think we can assist you with your situation and concerns.
* We schedule an appointment for you.
* We tell you what to bring to your appointment.
* We meet with you to discuss your situation in more detail (the meeting will last approximately one hour).
* We review information that you bring to your appointment.
* We evaluate your situation and discuss your legal options.
* We discuss the cost for our services.
* We determine the next steps.
For more information please call our office at 847-430-3652, email me below or submit a contact us form (Click Here)
