Estate Planning Attorney
A well-crafted estate plan is about more than just protecting your assets and avoiding taxes. It should reflect your desires, protect your family, and address your unique situation.
Let us help you protect the two most important things in your life:
- Everyone you love
- Everything you own
You can share your hopes, dreams, values, goals, and concerns with us. We listen and help you understand your options. Our personalized plans will reflect your unique circumstances, promote family harmony, protect their loved ones, and provide a lasting legacy for generations.
Planning is substantially less expensive than the emotional and financial cost if you die or become incapacitated and your estate plan does not meet your needs; or worse, what happens if you don’t have an estate plan at all.
It was a pleasure to work with Swendson Hentz Law Ltd. They took the time we needed to understand our situation and options. They really understood that we wanted more than tax planning. We wanted to make sure that our plan worked for our family’s needs.
Estate Planning Considerations
Incapacity Planning
- Creditor & predator protection
- Financial control
- Medical decision control
- Health care wishes
- Access to information
- Family maintenance
- Dependent protection
- Long-term care
- Income replacement
Beneficiary Protection
- Minor guardianship
- Young adult protection
- Spendthrift protection
- Special needs planning
- Creditor & predator protection
- Family harmony
- Motivating conduct
- Preservation of values
- Beneficiary divorce protection
Wealth Transfer
- Streamlined transfers
- Reducing administrative delays
- Reducing costs of transfers
- Avoiding family conflicts
- Elimination of taxes
- Protecting unique assets
- Maintaining privacy
- Charitable planning
- Eliminating court intervention
Estate Planning Resources
Providing Flexibility by Adding Trust Protectors to Your Estate Planning
Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts. With these trusts, their role was limited mostly to overseeing the foreign trustee and to make sure the trust maker’s...
Estate Planning Terms
We’ve covered a number of points in our discussion of estate planning with you, and we want to provide you with the following document as a refresher of what the different terms and phrases mean in an estate planning context. This document is broken up into two...
Legal Glossary
Wondering what a legal term means? Our glossary focuses on common legal terms related to estate planning, probate, trust administration, family, and asset protection.
Contact Us for a Consultation
Prior to our consultation, we will ask you to complete and send us your Estate Planning Questionnaire. This allows us to be prepared for our first meeting. We will explain what happens to your loved ones and property without further planning. You will be able to determine if there is anything you don’t like and want to change.