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Estate Planning

The Best Gift You Will Ever Give

Proper estate planning is the best way to provide your family with security and peace of mind.  Not only can it ensure your financial legacy is preserved and shared the way you see fit, it can also document your choices for medical care and end-of-life services and help your loved ones avoid having to navigate through a legal mess while dealing with emotionally trying circumstances.

Estate planning at the Heritage Law Center is not one size fits all for everyone. We offer various levels of planning to suit your specific needs.

Our Services

Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.

We represent a families throughout varying stages of life:

  • traditional      two parent families or single parents wishing to provide for      and protect their children and themselves;
  • unmarried      couples      who are either solidifying their relationship through proper planning or      dissolving their relationship with the assistance of caring counsel,
  • blended      families      negotiating the challenges of creating new relationships with varying      expectations
  • high net      worth families      seeking strategies for minimizing estate and income taxes
  • seniors seeking ways to protect      their assets for the future and considering how to navigate the long-term      care maze
  • estate      executors and      beneficiaries navigating the court process of probate      administration
  • family      members or trustees carrying out the legacy left behind through a trust      administration

With each of our estate plans we include a no-charge 3 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients’ assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.

In addition, we perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one.

Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and feel how much we care.

 

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