Whether you just had a child, are recently married, or are preparing for medical or end-of-life eventualities, you and your family would benefit from having an estate plan in place. A proper estate plan could protect your wishes during your life and after your passing. Through the use of wills and trusts, you could also determine how your assets will be distributed after your passing.
If you are considering an estate plan, there is no better time to discuss your options. Our Orange City wills, trusts and probate lawyer could take you step-by-step through the process. We know that protecting your family’s financial future after your passing is important, so we will advise you on how to make sure your wishes are fulfilled.
Estate Planning Is for Anyone at Any Time in Their Lives
Estate planning has long had a reputation for being a tool for wealthy, older people. In reality, everyone could benefit from having an estate plan in place. Wills, trusts, and other documents could ensure your wishes are adhered to regardless of the size of your estate.
It is important to remember that the purpose of these plans goes beyond dividing your assets after your passing. Many aspects of your estate plan could impact your life right now.
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How Our Orange City Wills, Trusts and Probate Lawyer Could Help
When you work with an attorney during the estate planning process, it could provide you with peace of mind knowing that all of the complex aspects of the process are taken care of. Our firm could help you in numerous ways, from drafting documents to advising you on your tax liability. Here are some of the specific services we offer:
Drafting Legal Documents
From wills to trusts, the estate planning process requires a lot of legal documentation. Our firm will listen to your needs and draft the documents necessary to meet them. This could include documentation to make sure your final wishes or medical needs and protocols are followed.
Advising on Tax Issues
There are a variety of tax issues that can arise during the estate planning process. Without careful planning, your beneficiaries could find themselves facing unexpected tax obligations. Careful planning could not only limit that tax liability but also prevent you from overpaying during the course of your life.
Naming Your Power of Attorney
Selecting a power of attorney involves more than just picking a name and placing it on a legal document. Our firm could advise you on your options and ensure you delegate the exact amount of decision-making power that you intended.
Assisting With Property Appraisal
In order to divide property, it is important to know what it is worth. In some cases, having assets appraised or evaluated can be difficult on your own. Our firm can rely on our experience and contacts to get your property appraised with very little hassle to you.
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The Kinds of Documents Bogin, Munns & Munns Could Draft For You
Many different legal documents are required in the estate planning process. While these include wills and trusts, there are others to consider when planning for the future. Our firm could assist you with filing any documentation that might be important for your circumstances.
Last Will and Testament
The last will and testament is usually a starting point. This document is one of the most important aspects of estate planning as it can determine what assets your loved ones will receive upon your passing. In some limited cases, a simple will could be enough to meet a person’s needs; however, things can get complicated for your beneficiaries if your will is not pre-verified.
Living Wills and Designations of Healthcare Surrogates
A living will is different from a last will and testament. This legal document is designed to protect you while you are still alive by ensuring medical professionals know your wishes regarding life-prolonging care.
These documents are used to provide your medical providers with guidance in cases where you are unable to make healthcare decisions due to a terminal condition.
You have other options in cases where you are incapacitated but your condition is not terminal. Our firm could draft a designation of healthcare surrogates on your behalf. Also known as medical power of attorney in some cases, this document appoints a third party to make medical decisions on your behalf. It is not uncommon for our firm to combine these into a single document.
Trust Documents
Trusts are another common estate planning tool. These legal entities provide you with the opportunity to avoid probate in many cases, instead allowing your loved ones to inherit immediately after your passing. Trusts can be used for tax benefits during the course of your life, and they can also help your loved one avoid the cost and delays of the probate process. Our firm is prepared to draft the documents necessary to set up your trusts.
Privacy Waivers
You have a right to privacy regarding your medical care. Third parties are unable to access your medical records without your consent, but there are times when it might be in your best interest to share those records. A medical privacy waiver is a written document allowing specific individuals to access your records. This could include your attorney or the person that holds your medical power of attorney.
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Contact our Orange City Wills, Trusts, and Probate Lawyer Today
If you have estate planning questions, now is the time to seek those answers during a consultation. Our firm is ready to answer your questions and help you plan for the future. In many cases, developing an estate plan with our firm provides peace of mind knowing that your future wishes will be respected.
The attorneys of Bogin, Munns & Munns are proud to help with planning for wills, trusts, and probate. If you are ready to get started with this process, our team is here to help. Reach out today for a consultation.
Call or text 855-780-9986 or submit our Consultation Request form today
