Wills, Trusts and Beyond
Without a will, do you really understand who will inherit your hard-earned assets? Assumptions will cost you. Verify your spouse will receive your share of marital property. Understand the role of a Personal Representative and how the position affects your beneficiaries. Avoid probate for smaller estates by filing a Transfer on Death (TOD) document.
Safeguard your family's future with expert planning guidance today. Shrink the State's ability to decide who gets what. Deliver comfort by providing clearly stated instructions for dispursing your assets. And remember, court fees are always more expensive than a simple will.
Common estate planning services include:
- Wills
- Trusts
- Power of Attorneys
- Healthcare Directives
Jeff Mayer's insightfulness and attention to detail will ensure your estate planning is thorough and complete.
Considerations
During your consultation, please bring the following documentation with you. This will ensure your case is properly reviewed.
- Asset Listing and Details
- Names and Addresses of Beneficiaries
- Property Distribution Instructions
- Name and Address of Intended Guardian (for minor children)
- Name and Address of Intended Personal Representative (Executor)
Wills and trusts are typically created for flat fees.
Gain Clarity.
Save time and money with the right plan for your family.