When there is a death in the family or a loved one in long-term care, family members already feel a great emotional weight on their shoulders. Now imagine trying to decipher the financial affairs of that loved one after the fact. What if their wishes are not readily apparent? How will assets be designated? If minor children are involved, which family member will take care of them?
Suddenly, a difficult and stressful time for the family has escalated with this new, unwelcome burden. Without clarity on the matter, questions can lead to disputes.
If you find yourself in a similar position of planning for how your own assets will be passed down appropriately or seeking to handle the affairs of a family member, it’s an ideal time to talk with DiMonte & Lizak’s estate planning attorneys about your goals.
Working together, we can assist you in a plan to identify terms for how your assets should be managed, designating a trustee and dealing with any outstanding tax or expense considerations. The conversation will often include modifications to wills and trusts that may need to occur if certain events take place.
While we aim to avoid probate court, certain complications may arise that demand navigation through the complexities of the probate process. At that moment, it’s so vital that an experienced hand ensures your wishes are carried out legally. DiMonte & Lizak fulfills this function on your behalf in a myriad of ways, from filing necessary motions and pleadings to making legal arguments before the court.
There’s an environment you’ve always pictured leaving to your loved ones. Let DiMonte & Lizak protect that vision through estate planning services that include:
- Estate needs, trust analysis and plan counseling
- Representation in contested or uncontested probate and trust matters, on behalf of claimants, defendants or the estate
- Tax planning, estate planning including wills, trusts, powers of attorney for health care, powers of attorney for property, land trusts, transfer on death instruments
- Advanced Estate and Tax Planning, GRATs, QPRTs, Irrevocable Trusts
- Defense of joint tenancy agreements
- Asset protection techniques and creation and funding of Asset Protection Entities
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