Estate Planning

Estate planning is a process designed to allow you to control your property while you are alive and well; plan for yourself and your loved ones in the event of your disability and then give what you have, to whom you want, when you want, the way want. We help co-create estate plans that embrace your vision, that could include the creation of a legacy for your family, pets and charity. View our frequently asked questions videos below.

What is the attorney’s role in the estate planning process? Presented by: Peggy Hoyt

How much does estate planning cost? Presented by: Peggy Hoyt

Do I need a will? Presented by: Peggy Hoyt

Will I still have control over my property if I have a revocable living trust? Presented by: Peggy Hoyt

What do testate and intestate mean? Presented by: Peggy Hoyt

What should I know about gift taxes? Presented by: Peggy Hoyt

What are some typical estate planning documents? Presented by: Peggy Hoyt

What happens if I have a living trust, but I did not put all of my assets into my trust and I die without a will? Presented by: Peggy Hoyt

What happens if you do not have a disability plan? Presented by: Peggy Hoyt

Who should be my executor (personal representative) or trustee? Presented by: Peggy Hoyt

If I give my agent immediate power, do I forfeit all rights to make financial decisions? Presented by: Peggy Hoyt

I did some estate planning in the past with my financial advisor. Should I still consult an estate planning attorney? Presented by: Peggy Hoyt

How is asset protections relevant to estate planning? Presented by: Peggy Hoyt

Can I pre-plan and pre-pay for my funeral and burial expenses? Presented by: Peggy Hoyt

Can I name more than one person as an agent? Presented by: Peggy Hoyt

Can I name a trust as the beneficiary of my life insurance policies, annuities, and retirement accounts? Presented by: Peggy Hoyt

How does an agent use a power of attorney? Presented by: Peggy Hoyt

How can I leave my estate to my spouse free of estate taxes? Presented by: Peggy Hoyt

Does the way in which I hold title make a difference in my overall estate plan? Presented by: Peggy Hoyt

Does a trustee get paid for their duties? Presented by: Peggy Hoyt

Can I give my agent, under a power of attorney, the power to make health care decisions for me? Presented by: Peggy Hoyt

Can I give my agent power to make health care decisions for me? Presented by: Peggy Hoyt

Can I add my daughter’s or son’s name to my bank account instead of having a power of attorney? Presented by: Peggy Hoyt

Must I leave something to my spouse and my children in my will? Presented by: Peggy Hoyt

What do the designations “transfer on death”, “payable on death”,  and “in trust for” mean? Presented by: Randy Bryan

What does it mean to fund a trust? Presented by: Randy Bryan

What qualities should I look for in an executor (personal representative)? Presented by: Randy Bryan

Under a power of attorney, can my agent make a gift on my behalf? Presented by: Randy Bryan

What is a UTMA account? Presented by: Randy Bryan

Should I have a power of attorney for healthcare? Presented by: Randy Bryan

Should I add my family members names on my assets and avoid a will? Presented by: Randy Bryan

If I have several children, can I treat them differently in my will? Presented by: Randy Bryan

If I give someone power of attorney do I forfeit my own rights to make decisions? Presented by: Randy Bryan

Does a revocable living trust protect my property from creditors? Presented by: Randy Bryan

Do I need a lawyer for estate planning, or can I hire a paralegal or another non-attorney to assist me? Presented by: Randy Bryan

Can my power of attorney make or change my will? Presented by: Randy Bryan

Can I use my will to name a guardian to care for my young children and manage their property? Presented by: Randy Bryan

Can I prevent a daughter in law or son in law from benefiting from my child’s inheritance if they get a divorce? Presented by: Randy Bryan

Can I change my trust after it is established? Presented by: Randy Bryan

Can I disinherit my spouse or my children?  Presented by: Randy Bryan

Can I control how money is left to my children? Presented by: Randy Bryan

Can I give all my property away before I die and avoid estate taxes? Presented by: Randy Bryan

Can a will be changed or revoked? Presented by: Randy Bryan

What does a proper estate plan include? Presented by: Sarah AuMiller

What is a living will? Presented by: Sarah AuMiller

Where should I keep my estate planning documents? Presented by: Sarah AuMiller

What is included in my estate for tax purposes? Presented by: Sarah AuMiller

What is an advance directive? Presented by: Sarah AuMiller

Should I have a general power of attorney? Presented by: Sarah AuMiller

Once I have signed a durable power of attorney, can I change my mind? Presented by: Sarah AuMiller

If I am named as executor (personal representative) in a will, do I have to serve? Presented by: Sarah AuMiller

How long is a will valid? Presented by: Sarah AuMiller

Do I need a living trust? Presented by: Sarah AuMiller 

Can I make a written will if I do not have much property? Presented by: Sarah AuMiller

Who needs estate planning? Presented by: Michelle Adams

What if there is no will? Presented by: Michelle Adams

What does testate and intestate mean? Presented by: Michelle Adams

When should an estate plan be reviewed? Presented by: Michelle Adams

When does a power of attorney become effective? Presented by: Michelle Adams

If I create a revocable living trust, do I still need a will? Presented by: Michelle Adams

How does a power of attorney terminate? Presented by: Michelle Adams

Does a will control all of my property? Presented by: Michelle Adams

Does a revocable living trust offer asset protection? Presented by: Michelle Adams

Do I need more than a will? Presented by: Michelle Adams

Can I have a durable power of attorney that becomes effective only in the future? Presented by: Michelle Adams

Still have questions? Call our office today, 407-977-8080.