Wills, Trusts, and Estates

As we age, we begin to think about our legacy and how our property, money or other items of worth will be distributed to our family members or other institutions. It can be overwhelming to think about what is going to happen to all of our possessions when we are no longer around, and whether our loved ones will be taken care of in our absence. This is where a trusted estate planning attorney can come in and take away some of the confusion and stress surrounding the legalities of passing our property along, and provide peace of mind for the ending phases of life. At Koontz Law PLLC, we are happy to offer comprehensive and experienced estate planning services.

What Is Estate Planning?

Estate planning is a subject that requires sensitivity, meticulous attention to detail, and the ability to envision the future needs of your family and loved ones. Put simply, estate planning is moving assets (financial or otherwise) to relatives or loved ones in the event of your death. Some terms often associated with this type of planning are wills and trusts. A will is a legal document outlining your wishes for asset distribution after death. Trusts are agreements in which a trustor (one party) gives the trustee (second party) the ability to maintain the title to assets or property for the well-being of the beneficiary (third party). There are Testamentary Trusts (one enacted through the will posthumously) and Living Trusts (one that is in force during the trustor’s lifetime). Determining what documents and plans are right for you is an important part of estate planning, and we can help you through every step of the process. 

Our Estate Planning Services

We’ll begin the process by having a consultation with you about your wishes for asset distribution. Our team will then get to work, crafting a personal estate plan to suit your specific wishes, ensuring that your loved ones will benefit from your long-term arrangements. We can help with all sorts of situations, including:

We Know Estate Planning

No matter how unique your family or situation may be, our firm has the strategies to make your wishes for your property and estate come true. We can help you to reduce your gift, put in place a generation-skipping transfer, and calculate estate tax burdens by employing proven tactics such as creating family limited partnerships, limited liability companies, using life insurance trusts, developing charitable lead trusts and charitable remainder trusts, and more. If you’re ready to start the planning process and put up safeguards for your estate, contact us today. Our knowledgeable and friendly staff is looking forward to assisting you.