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ESTATE PLANNING PORTFOLIO
WHAT IS ESTATE PLANNING?
Estate Planning is a process of choosing a series of personal, financial, and health care strategy steps for future planning in order to protect your family in the event of death or incapacity. It allows for you to designate a person(s) to act on your behalf to make your financial and health care decisions while incapacitated. It also allows your designated person(s) to distribute your assets you worked hard to obtain to those you want having them and carry out your final disposition wishes.
At Saint George Estate Law, our foundation is built on delivering the best experience to our clients through education and honest solutions. We know that each client's situation is unique. Many attorneys charge for their initial meeting. We offer a FREE Consultation. We feel it is more important that you identify and understand your Estate Planning goals in a stress-free environment. The goal for our FREE Consultation that will help protect you and your family avoid Probate is in taking the time you need to help you feel comfortable and confident in making your personal, financial, and health care decisions. We with you answer your questions and help educate you on the steps you need to take to accomplish your Estate Planning goals. We are a results-oriented firm, known for providing high-quality, personalized estate plans .
Typically, a full estate plan includes documents such as:
Revocable Living Trust*
Last Will and Testament
Financial Power of Attorney
Advanced Health Care Directive
Alzheimer / Dementia Plan
Transfer of Property Deed.
Whether you are looking to update your existing estate plan, or create one for the first time, our unique planning process helps provide you with the peace of mind you need in knowing the assets you have worked so hard to obtain will be going to those you want having them, and your specific health care wishes will be carried out.
WHAT IS ESTATE ADMINISTRATION?
Estate Administration is the process by which your estate plan is put into action. For this reason, it is imperative you designate only those people with whom you have implicit trust. The Trustees and Executors of your estate have a fiduciary duty to act in your best interest by maintaining your estate and dividing your property in accordance with your wishes.
At Saint George Estate Law, we help trustees and executors understand the oftentimes complex process of estate administration. We offer to help organize the estate and coordinate with beneficiaries to ensure an effective administration and fulfillment of fiduciary duties.
WHAT IS PROBATE?
Probate is a court procedure by which the validity of a person's Will needs to be proven to the satisfaction of the court. When a person dies without a Will, a person can challenge the provisions of the Will. This is done for the purpose of determining the rights of the deceased person's legal heirs and having a personal representative appointed in order to oversee the probated estate of the decedent. This generally results in a very costly and lengthy court process.
At Saint George Estate Law, we help you take the necessary steps to avoid this costly and very emotional process. If you are in need of the probate process to administer the assets of a deceased loved one, we offer our services to represent you in this complex court action. We ensure that the assets are distributed to the correct parties and that the probate court releases you from your responsibilities.
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