Wills & Estate Planning
Protect your legacy and ensure your wishes are honored with our comprehensive will drafting and estate planning services. At Mark Allison & Associates , we help you create legally sound documents that provide peace of mind for you and your loved ones.
Our experienced estate planning attorneys understand that planning for the future requires careful consideration of your unique circumstances, family dynamics, and financial situation. We work closely with you to develop a comprehensive estate plan that protects your assets and ensures your wishes are carried out.
-
Comprehensive Will Drafting
Our attorneys draft legally sound wills that clearly express your wishes regarding asset distribution, guardianship of minor children, and other important matters. We ensure your will complies with all applicable laws and can withstand legal challenges.
Find Out More -
Estate Planning Strategies
We develop comprehensive estate planning strategies that minimize taxes, protect assets, and ensure smooth transfer of wealth to your beneficiaries. Our approach considers your entire financial picture to create the most effective plan.
Find Out More -
Trust Administration
We help establish and administer various types of trusts, including revocable living trusts, irrevocable trusts, and special needs trusts. Our attorneys guide you through the process and ensure proper administration.
Find Out More
Our Wills & Estate Planning Services
At Mark Allison & Associates , we provide comprehensive estate planning services designed to protect your assets and ensure your wishes are carried out. Our experienced attorneys work with individuals and families to create customized estate plans that address their unique needs and goals.
Services We Offer
- Last Will and Testament: Comprehensive will drafting that clearly outlines your wishes for asset distribution and guardianship. We ensure your will is legally binding and reflects your exact intentions.
- Living Trusts: Revocable and irrevocable trust creation to avoid probate and protect assets. We help you choose the right trust structure for your situation.
- Power of Attorney: Financial and healthcare power of attorney documents to protect your interests during incapacity or absence.
- Healthcare Directives: Advance healthcare directives and living wills to ensure your medical wishes are respected when you cannot speak for yourself.
- Estate Tax Planning: Strategies to minimize estate and gift taxes while maximizing wealth transfer to your beneficiaries.
- Asset Protection: Legal structures to protect your assets from creditors, lawsuits, and other potential threats.
- Probate Avoidance: Comprehensive strategies to help your estate bypass lengthy and expensive probate proceedings.
- Business Succession Planning: Plan for the smooth transition of your business to the next generation or chosen successors.
Why Estate Planning Matters
- Protect Your Family: Ensure your loved ones are provided for according to your wishes, without court interference or family disputes.
- Avoid Probate: Proper planning can help your estate avoid lengthy and costly probate proceedings that can take months or years to resolve.
- Minimize Taxes: Strategic planning can significantly reduce estate and inheritance taxes, preserving more wealth for your beneficiaries.
- Maintain Control: Decide how and when your assets are distributed to beneficiaries, including conditions and timing.
- Plan for Incapacity: Designate trusted individuals to make financial and healthcare decisions on your behalf if needed.
- Peace of Mind: Know that your affairs are in order and your wishes will be honored, giving you confidence in your family's future.
- Protect Minor Children: Designate guardians and create trusts to ensure your children are cared for and financially secure.
- Charitable Giving: Include your favorite charities in your estate plan and maximize tax benefits through strategic charitable planning.
The Estate Planning Process
Initial Consultation
We begin with a comprehensive consultation to understand your family situation, assets, goals, and concerns. This helps us develop a personalized estate planning strategy.
Document Drafting
Our attorneys draft all necessary documents, including wills, trusts, powers of attorney, and healthcare directives, tailored to your specific needs.
Review & Revision
We review all documents with you, explain each provision, and make any necessary revisions to ensure everything reflects your wishes accurately.
Execution & Storage
We guide you through the proper execution of documents and provide secure storage recommendations to ensure your estate plan is accessible when needed.
Expert Estate Planning Guidance
We help you create a comprehensive estate plan that protects your legacy and provides for your loved ones.
Estate planning is one of the most important steps you can take to protect your family and assets. Our experienced attorneys understand the complexities of estate law and work with you to develop a plan that reflects your values and goals.
Whether you're just starting to think about estate planning or need to update existing documents, we provide personalized guidance throughout the process. We take the time to understand your unique situation and develop strategies that work for you and your family.
Don't leave your family's future to chance. Contact us today to schedule a consultation and learn how we can help you create a comprehensive estate plan that provides peace of mind.
