Trusts & Estates

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Proactive Strategies for a Secure Future

We believe in the power of proactive and preventive lawyering. We therefore help our clients avoid costly legal problems before they arise by implementing comprehensive estate-planning and asset-management strategies.

With a focus on your long-term success, we take the time to understand your unique vision and essential interests, working with you to craft and fortify that vision into a sustainable reality.

Protect Your Legacy, Secure Your Loved Ones’ Future

Estate planning is about more than just drafting legal documents — it’s about preserving your legacy and providing for your loved ones. Our experienced team of attorneys are dedicated to guiding you through the intricacies of estate planning, ensuring that your wishes are honored, and developing strategies to accomplish your estate-planning goals, which often include protecting your assets and securing your family’s future.

Comprehensive Estate Planning Services Tailored to Your Needs

We offer a wide range of comprehensive estate-planning services designed to meet your goals, including:

Probate Avoidance

Developing asset-management strategies to avoid the costly and unnecessary burdens of probate proceedings.

Last Will and Testament(s)

Drafting legally-sound documents that clearly outline your wishes for asset distribution and guardianship of minor children.

Power(s) of Attorney

Appointing trusted individuals to handle your financial and legal affairs in the event of incapacity.

Revocable Living Trusts

Establishing living trusts to manage and protect your assets during your lifetime and seamlessly transfer them to your beneficiaries upon your passing.

Irrevocable Trusts

Utilizing irrevocable trusts for asset protection, charitable giving, and minimizing estate taxes.

Tax Planning

Minimizing tax liabilities and optimizing your estate plan to preserve wealth for future generations.

Business Succession Planning

Developing strategies to ensure a smooth transition of ownership and management for your business, safeguarding its continuity and the welfare of employees.

Privacy Waivers and HIPAA Authorizations

Designating authorized individuals to access your medical information and/or electronic communication and social media access, to address privacy concerns and permit others to make informed decisions on your behalf when you are unable to do so.

Advance Health Care Directives

Outlining your medical treatment preferences and appointing a healthcare proxy to make healthcare decisions that align with your wishes.

Naming a Guardian

We are experienced in advising parents, including separated or divorced parents, make these challenging decisions to nominate guardians in the best interests of your children.

Advising Young Adults

Turning 18 is a benchmark that triggers different legal, financial, and medical rights and considerations. We are experienced in working with young adults and their families to draft documents that protect their privacy while crafting a balance to provide parental access in case of emergency.

Preparing for Travel, Surgery or Study Abroad

Our attorneys are available to craft a simple estate plan in advance of an event, or to update an existing estate plan.

Will and Trust Review

Sometimes Wills and Trust are drafted in complex legalese. Consider engaging us to review your existing estate planning documents so we can breakdown the terms and explain your options.

Other Services

In addition to the above listed services, we also provide the following: dynamic trusts, life insurance trusts, qualified personal residence trusts, retirement trusts, minors’ trusts, generation skipping trusts (GSTs), family limited partnerships, and gift programs.

Building Lasting Value and Peace of Mind

We are dedicated to building lasting value for our clients. We understand that estate planning is a personal and ongoing process, and we will be there to guide you every step of the way. Our experienced attorneys combine their legal expertise with a deep understanding of your unique goals, ensuring that your estate plan reflects your vision for the future.

Secure your family’s future. Let our trust and estate planning specialists craft a tailored plan for you. Reach out for a consultation today at Info@WestfallLaw.com.