Developing Your Estate Planning Documents

Estate planning, with intention, serves several purposes, from declaring your wishes to preserving and protecting yourself, your values, your assets and your loved ones. It is truly an act of love. There is no one-size-fits-all shortcut.

As your family and estate grow and change over time, so too should your estate planning. From generation to generation, I am able to be by your side and that of your family, every step of the way.

Wills And Trusts

Many people believe that they must decide on whether to have a will or a trust. You may be surprised to learn that they are not mutually exclusive; you might need both.

• Wills –  Your last will and testament declares your heirs and their inheritance. You can alter your will at any time to reflect life changes or simply to change your mind. A will can also nominate guardians for more minor children, name an executor of your estate and express your desires relating to funeral arrangements and disposition of your remains. Wills are public record.

• Trusts – A trust holds assets separate from your estate, on behalf of a named beneficiary. Trusts are private and assets pass directly to the beneficiaries without going through the probate process. Trusts can grant more control over how and when assets are disbursed. Certain trusts can provide a level of asset protection to shield family wealth from creditors, judgments or taxes. Other trusts can set aside money for a family member with special needs. There are even pet trusts to fund the care of your pets after you pass on.

Asset Protection Strategies

Each of my clients has unique needs. As government rules and estate tax thresholds change, I commit myself to remaining constantly vigilant to new developments. My clients can benefit through strategic estate plans, sophisticated trusts and other asset protection vehicles.

I can help clients who have family-owned businesses, real estate holdings, ancillary assets in other states, and other substantial or complex investments to insulate family wealth, to the degree possible.

Some clients need only a living trust and pour-over will to avoid probate for their heirs. Other clients require irrevocable trusts and additional layers of asset protection.

Protect What You Earned

If you are ready to meet with a Las Vegas asset protection attorney who can align your will and trust(s) accordingly, contact me today. Call 702-462-5140 or email me here to schedule your free initial consultation.