Last Wills & Testaments, Trusts & Estate Planning
“Only put off until tomorrow what you are willing to die having left undone.”
– Pablo Picasso
A typical estate plan involves the employment of a last will and testament and revocable trust for disposition of assets; health care powers of attorney for health care decisions; and a power of attorney for delegation of financial authority.
These documents are specially designed to help our clients achieve their individual estate planning goals, which often include paying the least amount of taxes and avoiding probate.
Estate planning is not just for the wealthy: everyone should have directives in place. A good estate plan brings peace of mind.
At the heart of estate planning is wealth preservation, family protection, and succession planning. A last will and testament and a revocable trust will result in paying the least amount of estate and gift taxes, avoiding probate, and implementing important health care directives. We would welcome the opportunity to assist you.
Business Succession Planning
Deeds for Real Property
Heath Care Powers of Attorney
Last Wills and Testaments
Statutory Durable Powers of Attorney
Having an estate plan is beneficial for everyone. A last will and testament and a trust are beneficial for everyone, regardless of their wealth:
- Flexibility in planning
- Protect assets from creditors
- Protect assets from spendthrift beneficiaries
- Protect assets for beneficiaries with special needs
An estate plan will secure the future that your loved ones deserve…
Getting started on your estate plan is easy. The first step is to organize your goals, your important people, and your belongings.
Frequently Asked Questions
What our clients are saying…
I have used Loose Law Group twice in the past few years for the purpose of preparing and securing all things related to my Estate Planning Portfolio. Both times they have been extremely helpful and professional. They were also happy to answer the many questions that I had concerning my Last Will and Testament, etc. They also took the time to witness and notarize other documents not related to my portfolio which truly went above and beyond excellent service. I would highly recommend using their firm for all your estate planning needs.
Loose Law Group helped me with my estate plan. It was a great experience working with Loose Law Group. They took my information over the phone, prepared the documents, and sent it via email to review and made arrangements for me to come in for the signing of the documents. Michael my attorney, Michelle my paralegal and Rachel have all made it very easy to get these documents done. Thanks all!
We did our Will and Trust here and I couldn’t rave about them enough. They’re beyond friendly and helpful! They answered all of our questions with ease and made us feel comfortable. Leighten was super down to earth, and professional. I would absolutely use them again. Always!
We have used Loose Law Group for the past several years. I have always received superior service from everyone there. We have trusted this firm for our estate planning and wills and powers of attorney. Our last experience was with Leighton. Leighton took the time to listen to our situation and concerns and answered our questions. She made helpful suggestions and gave advice that was in our best interest. Rachel was also empathic and very professional. They have definitely earned our business and we will continue to use them for our legal needs.