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At Geisler Patterson Law Firm, our clients come from a wide range of backgrounds, yet many share similar goals and concerns when it comes to estate planning. Some of the most fundamental objectives we hear from clients include:
- I want to control my property while I am alive and well
- I want to make sure my spouse and I will receive adequate medical care should either of us become disabled or incapacitated
- I want to protect my family and my assets against the high cost of nursing home care if I require long-term nursing home care
- I want to give what I have to whom I want, when I want, the way I want
We have the knowledge of the law to help you accomplish all of these goals and many more. Yet knowledge is only part of the equation. We take all the elements of your situation into consideration. We begin by devoting the time to get to know you personally, so that we can gain a thorough understanding of your unique goals and concerns. Only then do we design a customized plan tailored to meet every one of them.
Some of the other estate planning objectives we can help you accomplish include:
- Asset protection, through the use of trusts and other legal instruments
- Protecting your children and loved ones from losing their inheritances to predators, creditors, family disharmony, or even their own poor decisions
- Avoiding probate
- The elimination or reduction of estate taxes
- Preserving and protecting retirement account assets, even during the required withdrawal period
- Leaving a lasting legacy for family members and society as a whole
- Ensuring your wishes regarding your level of healthcare in an emergency will be carried out
To help you accomplish your goals and address your concerns, we can use all of the following tools and more, depending on your particular situation:
- Wills
- Powers of Attorney
- Health Care Directives
- HIPAA Authorizations
- Trusts, including Revocable Living Trusts, Dynasty Trusts, Irrevocable Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Retirement Trusts, Minors’ Trusts, Generation-Skipping Trusts, Charitable Trusts, and Special Needs/Disability Trusts
- Tax Planning
- Family Limited Partnerships
- Gift Programs
- Business Succession Planning
- Charitable Planning, including Private Foundations
If you would like to know more about our estate planning options, contact us today for a free initial consultation.
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