Estate Planning

Contact:

Matt Macaluso
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realestatecorporate2The idea that only the wealthy need to worry about making a will is a misconception, especially with the passage of the Tax Cuts and Jobs Act of 2017. The complexity of today’s relationships and family units make wills essential to ensure that your requests are carried out without the need or trouble of litigation, or uncertainty of intestate succession. Though planning for your passing can be an unpleasant process, it is very important to handle now instead of relying on intestate succession laws that most likely will not achieve your desired planning results. It is also important to consider updating your plan for big life events such as a move, birth of a child, change of marital status, becoming an empty nester or retirement. Sometimes a simple will is not enough to implement your plan, or perhaps you prefer that your estate not be subject to the public process of probate. KM can advise you regarding trust strategies and assist you with drafting the trust documents to implement your plan. We also work with clients to implement their advanced directives, living wills and health care powers of attorney, to ensure their end of life decisions are followed and to allow health care decisions to be made by their chosen decision-makers when they are incapacitated. KM also assists clients with financial powers of attorney to direct their chosen agents to act on a client’s behalf when a client is incapacitated or otherwise unavailable. The attorneys of KM are prepared to help you through this complex process and provide support and answers to any questions you may have.

 

Our estate planning services include:

  • Wills
  • Revocable living trust agreements
  • Irrevocable trust agreements
  • Charitable gift planning
  • Living Wills
  • Health Care Powers of Attorney
  • General Durable Powers of Attorney
  • Limited Powers of Attorney

 

See Also:

Probate and Administration Services