Joann Leigh Gramm

Estate planning assures that your wishes will be carried out during your lifetime and at end of life. A well thought out plan can eliminate future uncertainties, maximize the value of your estate and avoid the cost of probate. In short, estate planning provides peace of mind for you and your family. We consider all of your needs and desires to determine which legal documents you need, providing a plan that is unique to you. One size does NOT fit all.

Events following the death of a family member are not always easy or simple. Among the many activities that must occur is the distribution of the decedent’s assets. Probate is the legal process in which the assets of a decedent are administered. Probate administration varies depending on the availability or absence of a Will.

A guardianship is a way to protect the most vulnerable members of a family: an incapacitated adult or minor child. In simple terms, a guardianship is a legal relationship that is created by the courts to protect a vulnerable person, known as the ward, or that person’s property. The named guardian has specified duties and responsibilities designed to meet the needs of the ward.

Whether you have a vast estate or something more modest, the ability to avoid probate and insure your wishes are followed at end-of-life, are two very good reasons to set up a trust. There are multiple types of trusts that can be set up depending on individual needs (including living or revocable trust as well as testamentary). No matter how complex or basic, the trust document requires careful thought and planning with the assistance of an experienced and knowledgeable lawyer.