Full Estate and Tax Planning Services with Intricate Attention to Detail
Lori may hold a Master’s in Taxation, but you will often hear her say that the tax tail should not wag the dog. This is so true! It is imperative that your estate planning attorney ask you first and foremost what it is that you want to accomplish, then work with you to determine how to make the words on the paper achieve your goals. At Hulbert & Associates, LLC, you are not just another client file, so your estate plan will not be just another form in our filing cabinets.
Estate Planning often encompasses what are described as “ancillary documents.” They include, but are not limited to, the following:
- General Durable Power of Attorney
- Medical Power of Attorney
- Living Will
- Personal Property Memorandum
- Declaration and Disposition of Last Remains
These are some of the most important documents that a client can have in place. It is important to know that your documents are consistent and do not contradict one another. Where there is contradiction, litigation is likely to follow.
Wills and Trusts
Estate Planning also includes Wills and Trusts. Wills can be simple (where property is left outright to your heirs) or complex. Trusts are also instruments that can be incorporated into an estate plan. They are used for a wide variety of purposes including of leaving property to children at certain ages or stages in life, whether they are minors, have special needs, or have spendthrift issues. Trusts can be used for specific tax planning and can be created during lifetime or at death. It is important that your estate planner review all of the options that may be appropriate for your unique situation. The team at Hulbert and Associates are all experienced in these areas and can offer a range of recommendations tailored to your unique situation.
Contact us to set up your consultation today at (720) 943-8808!
