Estate Planning
Overview
Heppenstall & Schultz can handle your Estate Planning needs for Trusts; Wills, including Amendments and Restatements; Power of Attorney and DNR Plans. Additionally, we represented clients in Probate disputes.
Why Do Estate Planning?
Controlling what happens to your property
- Retaining absolute control of your property throughout your lifetime
- Apportioning shares and making gifts to loved ones as you see fit
- Keeping your personal and financial information private
- Versatility of being able to make changes in your estate plans at any time
Saving money & preserving your estate
- Avoiding probate and attorneys’ fees
- Taking advantage of significant tax strategies and advantages
- Avoiding a “fire sale” of assets
- Providing for grandchildren and saving money
Convenience for your family/heirs
- Leave clear, written instructions of your wishes
- Avoiding probate inconveniences
- Providing privacy for your family/heirs
- Providing timely access to estate resources for your family/heirs
Matters We Handle
- Wills
- Trusts