ESTATE PLANNING & ADMINISTRATION
Many people believe estate planning is only necessary for those with significant wealth; however that is simply not the case. Too often, loved ones are left to deal with the chaos that can occur if there is not a proper plan in place, regardless of what they leave behind. For even the simplest estate, the difficulty of dealing with creditors, insurance companies, and property transfers, can be overwhelming, especially during the grieving process. By planning ahead, we can help your loved ones through that process, without the headaches on top of the heartaches.
A comprehensive estate plan addresses all potential issues regarding health care decisions, wealth management and preservation, succession to real and personal property, and care of your children and grandchildren. Without proper planning, your family will be required to handle your affairs according to the State’s presumed preference, not your specific desires.
At Handelin Law, we understand each client brings their own unique circumstances and desires for their estate and family. Before your appointment, we will provide you with a questionnaire to complete. During the initial consultation, we review your questionnaire, discuss your overall desires and help determine your precise needs. Our knowledgeable attorneys will assist you with your planning goals and determine the most efficient and effective plan of action for your estate plan. After the consultation, we then custom tailor a comprehensive estate plan for you. Finally, we will encourage you to participate in an annual review to ensure that active estate plan always most accurately reflects your current and long term goals.
Handelin Law represents individuals, families, privately-owned companies, foundations, and fiduciaries to prepare for any situation that may arise. We maintain close relationships with professionals in tax, investment and insurance industries, as well as valuation experts to ensure the best all-around advice for our clients.
- Trusts (Irrevocable Trusts, Revocable/Living Trusts, Special Needs Trusts, Spendthrift Trusts, Self Settled Spendthrift Trusts, Business Management Trusts)
- Durable Power of Attorney for Healthcare Decisions
- Healthcare Directives
- Durable Power of Attorney for Financial Decisions
- Trust Amendments
- Codicils (Amendments to Wills)
- Beneficiary Deeds
- Deeds on Death
- Probate Administration
- Family LLCs
- Self–Directed IRA LLCs
- Trust and Probate litigation