Protect Your Legacy: Start Planning Your Estate Today
Create a personalized estate plan that gives you peace of mind and protects your loved ones.
Without a proper estate plan, your assets may be tied up in court, your family could face confusion, and your wishes may not be honored.
Did you know that 60% of Americans don’t have a will in place? Ensure your family’s future by planning today.
Why You Need an Estate Plan
Estate planning is not just about wealth—it’s about peace of mind. Without a clear plan, your family may face confusion, delays, and unexpected expenses after you’re gone. Whether you have a large estate or just want to ensure your assets are distributed according to your wishes, estate planning is crucial for everyone.
Avoid Costly Probate
Ensure your assets are distributed quickly and without unnecessary legal complications.
Protect Your Loved Ones
Make sure your family and dependents are provided for.
Control Your Healthcare Decisions
Establish clear directives for medical and financial decisions should you become incapacitated.
Minimize Estate Taxes
Plan ahead to reduce estate taxes and preserve your wealth for future generations.
Services We Offered
Wills & Trusts
Ensure your assets are distributed according to your wishes with a Last Will or Revocable Living Trust. Wills provide clear instructions for asset distribution and guardianship, while trusts avoid probate and protect your privacy. We help create tailored solutions to fit your estate planning needs.
Probate Law
Managing the probate process can be complicated. We guide you through estate administration, ensuring assets are distributed and debts are paid according to the will or state law. Our services also assist when there’s no will, protecting your rights during intestate succession.
Powers of Attorney
Designate trusted individuals to manage your finances and healthcare with a Durable Power of Attorney and Medical Power of Attorney. These essential documents provide peace of mind, ensuring your affairs are in good hands if you become incapacitated.
Advance Directives
(Living Will)
Protect your healthcare choices with a Living Will and Do Not Resuscitate (DNR) order, outlining your treatment preferences if you’re unable to communicate. These documents ensure your wishes are respected during critical medical decisions.
Guardianship
Whether for minor children or incapacitated adults, we assist in appointing legal guardians to ensure your loved ones are cared for. Our guidance helps you navigate the guardianship process, whether temporary or permanent, with confidence.
Estate & Gift Tax Planning
Minimize estate and gift taxes with careful planning. We help you structure your estate to take full advantage of tax exemptions, and use tools like Generation-Skipping Trusts to preserve your wealth for future generations while reducing tax liabilities.
Special Needs Trusts
Ensure that a loved one with special needs is financially cared for without jeopardizing their government benefits. A Special Needs Trust protects their eligibility for Medicaid and SSI, while providing ongoing support for their future.
Charitable Giving & Philanthropy
Maximize the impact of your charitable giving while enjoying tax benefits. We can help set up Charitable Trusts or Donor-Advised Funds, allowing you to support causes you care about while securing valuable tax deductions.
Asset Protection Planning
Protect your assets from creditors, lawsuits, and other risks with strategic Asset Protection Trusts and Homestead Exemptions. Our services help ensure your wealth is shielded, providing long-term security for you and your family.
Elder Law
Plan for the future with Medicaid Planning and Long-Term Care Insurance. We help you qualify for Medicaid benefits while protecting your assets, and advise on insurance options to cover the costs of long-term care, ensuring you are prepared for the future.
Deeds
Ensure the smooth transfer of property with expertly drafted Real Estate Deeds. Whether it's a Quitclaim Deed, Warranty Deed, or Transfer-on-Death Deed, we help protect your interests and ensure your property is passed on according to your wishes, with minimal complications.
Trust Administration
If you're a trustee, we guide you through the complex responsibilities of managing and distributing trust assets. We help ensure compliance with the trust terms, protect the interests of beneficiaries, and handle any challenges that arise during administration.
Get Started on Your Path to Resolution— Contact Us Now!
Contact Us
What Our Clients Are Saying
“I didn’t know where to start with estate planning, but the team made it so easy to understand. Now I know my family is taken care of no matter what happens.”
– Sarah W.
“I thought estate planning was only for the rich, but after speaking with the experts here, I realized how crucial it is for everyone. It gave me peace of mind knowing my children are protected.”
– James T.
“The process was straightforward and made me feel in control of my future. The team helped me create a plan that was tailored to my needs.”
– Linda K.
© 2024 Estate Planning Assistance - All Rights Reserved
Porter Law Firm, LLC