Itasca Estate Planning Attorney

estate planning

As an estate planning attorney, my job is to help individuals and families plan for the management and distribution of their assets after death or during periods of incapacity.

Here’s what I do for my clients:

  1. Drafting Wills and Trusts: I help clients create legally sound wills and trusts that outline how their assets will be distributed. This ensures their wishes are followed and helps avoid family disputes or legal complications.
  2. Establishing Powers of Attorney: I draft durable powers of attorney, which appoint someone to manage my client’s financial or legal affairs if they become unable to do so themselves due to illness or incapacity.
  3. Health Care Directives: I help clients prepare advance health care directives or living wills, which specify their medical care preferences in case they become unable to communicate those decisions.
  4. Minimizing Estate Taxes: I offer strategies to reduce estate and inheritance taxes, helping clients preserve more of their wealth for their heirs.
  5. Probate and Estate Administration: I guide clients through the probate process, ensuring that their estate is administered according to the law. For those named as executors or trustees, I provide legal support to carry out their duties efficiently.
  6. Asset Protection: I assist in structuring assets in a way that protects them from creditors, lawsuits, or other potential risks while ensuring they can be passed on to beneficiaries.
  7. Guardianship and Care Planning: I help clients appoint guardians for minor children or dependents, ensuring that their loved ones will be cared for according to their wishes if something happens.

My focus is on helping clients protect their assets, make clear decisions about their future, and ensure that their wishes are carried out, providing peace of mind for them and their families.