Our estate planning attorney can help you create and implement a comprehensive plan to manage your affairs during life and dispose of your assets in the manner that you desire at death. Our estate planning practice is client-centered, with a focus on helping you achieve your goals during lifetime and at death in a tax-efficient manner.
We do not push pre-packaged kits or “one-size-fits all” plans onto our clients. Each estate plan is customized to take into account your unique asset profile and goals. Our firm represents clients from all walks of life, from wealthy individuals who need estate tax planning to young families trying to provide for their children to baby boomers approaching retirement to seniors concerned with planning for the possibility of incapacity. Some of our clients have modest estates; others are very wealthy. No matter what your situation, we can help you with:
- Preparation of a customized estate plan to provide for the disposition of your estate at death, including the preparation of a Last Will and Testament. If necessary, we can also prepare any trust documents needed to accomplish your goals, including a Revocable Living Trust, Irrevocable Life Insurance Trust, Testamentary Trust, Credit Shelter Trust, Marital Trust, Children’s’ Trust, Charitable Trust, or Personal Residence Trust.
- Integrated estate planning to help you plan for lifetime issues such as incapacity planning and asset protection, including the preparation of Revocable Living Trusts, Durable Powers of Attorney, Advance Health Care Directives/Living Wills, and related documents.
- Gift and estate tax planning designed to allow you to save taxes and pass the maximum amount of your assets to your intended beneficiaries instead of the United States Treasury.
- Real estate planning (including deed preparation) and asset review to be sure that your property is titled in a manner that will work with your estate plan.
About Jeramie Fortenberry
