Estate planning is the responsible way of planning for and protecting you and your family, both during life and after death. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away, become incapacitated, or disabled. Moreover, proper estate planning eliminates the need for a court to get involved upon your incapacity or death.
Farm families and small business owners face difficult decisions in estate planning. Determining how to transition assets to the next generation becomes emotionally difficult when some heirs are participating in the farm or business. The adage “Equal is not always fair” arises regularly in family discussions. Our estate planning attorneys have decades of experience dealing with these difficult issues and can help guide you through different estate planning options. Schedule an appointment here for a free consultation.
Families work hard to accumulate assets to pass on to the next generation. Strategic planning is necessary to protect your net worth from Long Term Care costs and Estate Taxes. Our estate planning attorneys have the expertise needed to guide you on these issues and create a plan that keeps your assets in the family, rather than going to the government upon your death. Schedule an appointment here to learn more.
The death of a loved one is a difficult time in anyone’s life. Probate is the legal process needed to transfer a person’s assets on to their beneficiaries after death. Dealing with creditors, insurance companies, and investment firms is all part of the process that needs to be dealt with post-death. At MorganTheeler, we strive to make the administrative process as simple and efficient as possible under the law. To schedule an appointment, call 605-996-5588.