Do I Need an Estate Plan?

Every family needs an estate plan.  With appropriate planning and a few legal documents most people can make preparations for their spouse and children and avoid putting your loved ones at risk and leave important issues such as the care of minor children, the distribution of assets and the administration of your estate in the hands of a judge or court-appointed representative.

Talk to either Steve Walker or Shawn Ismail about your estate goals today and get the experience of Walker & Ismail in all facets of estate planning and probate law. Our services are comprehensive and tailored to meet the needs of clients with straightforward and complex estates alike.  At the basic level of estate planning, our recommended plan is for clients to at the minimum have a will with optional contingent trusts for minor children, a statutory durable power of attorney, a medical power of attorney and a physician's directive (living will) in place.

For estates involving the estate or gift tax threshold amounts, or involving businesses, blended family situations or other complex factors, the individual needs and our services tend to be more sophisticated.  Beginning with a discussion of your goals and a thorough review and analysis of your assets, Walker & Ismail will help you to evaluate your options and choose the estate planning tools that are most appropriate for your individual needs and objectives.  Then we draft the necessary documents, establish trusts and continue to keep your estate plan up-to-date as either the law or your family's dynamics evolve.

Contact us today to schedule a free phone consultation regarding your estate planning needs.