ESTATE PLANNING
Solutions
Estate planning documents are crucial for providing peace of mind that your family and assets will be protected, no matter your circumstances.
Why should you hire a legal team for your
estate planning needs?
Although web-based estate planning tools are becoming increasingly more common, you may want to work one-on-one with an estate planning attorney who can cater to your unique circumstances when creating or revising your estate plan. They can ensure that nothing important is overlooked, providing thorough protection for both your assets and loved ones.
You need an estate plan.
If you are over the age of 18 and financially responsible for yourself, you’ll want to create your first estate plan. Your estate plan can (and likely will) be changed later to align with your varying priorities throughout your life. Whether you want your wishes spelled out simply for ease of distribution or you have varying assets and specific desires that warrant a more complex estate plan, a lawyer can assist with all the little details so that your plan brings you peace of mind, allowing you to enjoy what’s really important in your life.
Your current estate plan needs to be updated.
Significant life changes may be cause to change or update your existing estate plan, such as a marriage or divorce, birth or adoption of a child, moving states, and large purchases (like a home!). An attorney with experience in estate planning can help you navigate any special challenges that come with your personal situation. They’ll aid in ensuring that your plan is still in compliance, reflects any major changes, and ask questions you might not have considered so nothing is missed.
Estate Planning
Legal Services
Cona Law provides each client with an estate plan tailored to their unique circumstances that will protect their family and assets from uncertainty at a reasonable cost.
Trusts
Many estate plans may take the form of a trust, with the specific type of trust dependent on your assets and the specific ways in which you want them protected.
Cona Law can provide assistance with creating and updating trusts such as:
Revocable Trusts & Amendments
Irrevocable Trusts
Children’s Trusts
Bypass Trusts
Multigenerational Planning
LLC or Limited Family Partnerships
Wills
Though trusts are generally the most common and efficient kind of estate plan, Cona Law can also help you create or update other, more basic documents , such as:
Last Will & Testaments
Living Will
Advanced Health Care Directive
Durable Power of Attorney
General & Limited Power of Attorney
For more information about the differences between wills and trusts, visit our blog posts here
Probate
In the case that the estate plan of a deceased loved one consists of a will, a personal representative named in the will must go through Probate Court proceedings to verify and distribute assets as specified in the document.
Cona Law can provide assistance with basic probate proceedings, as well as some probate-related challenges such as:
Pre-Need Guardianship
Homestead
Declaration of Domicile
Ready to Get Started With
Cona Law?
We are eager to welcome you to the family.