Estate Planning

Helping Prepare Your Estate to Provide for You Today & Help Your Family in the Future

When working hard throughout their career, many people assume that simply saving and being financially responsible is enough to ensure that they will be able to retire comfortably and leave their assets to their loved ones when they are gone. Due to often complicated laws and regulations, however, simply saving for retirement is no longer enough. It is necessary to start making decisions about how you want your wealth to be handled now, and what should happen to it after you pass away.

In addition, now is the time to start making plans about what should happen should you become incapacitated due to an accident, illness, or any number of events. With the right estate plan in place, you can ensure you will get the care you desire, in the manner that you desire.

We Are Here to Help

There is no doubt that estate planning is an incredibly complex and detailed area of law. Even small mistakes can cost you thousands of dollars through unnecessary taxes, uncovered medical bills, and other avoidable expenses. This is why it is so important to have an experienced attorney such as Jane J. Larson helping you every step of the way. Attorney Larson is prepared to help you with every aspect of your estate plan including the following:

  • Wills – A will is a basic estate planning tool that can identify who you want to get which assets. As you age and build wealth, it will just be one piece of the overall puzzle.
  • Powers of Attorney – Granting someone powers of attorney will allow them to make financial decisions on your behalf should you become incapacitated.. This is an important way to ensure someone who shares the same values as you is making the most important decisions when you are unable.
  • Health Care Directives – A properly written health care directive will allow you to decide what type of medical care you want to receive in specific situations.
  • Trusts – There are two basic types of trusts.  A “testamentary” or “after-death trust” is created by the settlor’s will which transfers property to the trust. A “living” or “”intervivos” trust is created during the lifetime of the settlor “grantor” when all or part of the settlor’s property is transferred into the trust.

When it comes to estate planning, Jane J. Larson Associates knows that every client is unique, and has their own set of values and goals. We do not use ‘copy & paste’ forms that just create generic documents with our clients. Instead, we take the time to sit down and really understand your goals, and create a custom solution to help you reach them. Don’t make the potentially costly mistake of trying to handle estate planning on your own. Contact us to get the experienced legal assistance you need.

Helping You Today to Plan for Tomorrow

Whether you already have an estate plan in place and you just need it updated, or you are just thinking about it for the first time, we are here for you. Contact Jane J. Larson Associates to schedule a consultation so we can put together the exact legal solutions necessary to achieve your estate planning goals.