Estate Planning, Wills & Trusts

We understand that not everyone is familiar with the legal process, so we take the extra time to answer questions and ensure that our clients feel comfortable and well-informed. As an attentive and effective attorney, Jennifer Mortel’s first priority is to truly listen to her clients’ concerns and goals to discover what is most important to them. You have worked hard to accumulate your assets during your lifetime. Having an estate plan in place allows you to manage and preserve those assets during your lifetime and efficiently transfer those assets to the people you wish to receive them in the event of your death. At Mortel Law, PLLC, we can provide you with the tools you need to prepare for tomorrow.

We understand that everyone has different needs when it comes to estate planning. As part of the estate planning process, we gather information regarding your unique needs and carefully analyze your assets and your goals. We can then determine what type of estate plan will best fit your needs. Our flat rate comprehensive estate plans may involve any or all of the following documents:

Wills – A will is a legal document that allows you to lay out a plan for the distribution of your property at your death and designate who should receive your property. A personal representative to handle your estate and a guardian to care for your minor children can also be named in a will. A will is a simple way to ensure that your money, property and personal belongings will be distributed as you wish after your death. A will also allows you to have full use of your property while you are alive.

Trusts – A trust manages the distribution of your assets and may be used in conjunction with a will or on its own. A trust is created by the transfer of property by the owner (sometimes called the grantor, donor, or settlor) to another person (the trustee). A trustee can be a professional with financial knowledge, a relative or friend, or a professional trust company. The trustee holds the title to the property and manages the property for the benefit of the beneficiaries. Trusts are commonly used to manage an inheritance for minor children or for financially irresponsible adults. There may be certain benefits to trusts, such as privacy, avoiding probate and estate tax.

Powers of Attorney – A power of attorney is a document that authorizes a person to act on your behalf, including making decisions about your finances and property.

Health Care Directives – A health care directive is a written document that enables you to express your preferences regarding your health care wishes. It also allows you to designate a person (“agent”) to make decisions for you when you cannot communicate your own wishes.

No matter what size your estate is, or how old you are, Estate Planning, Wills & Trusts are legal matters to consider and act upon today. At Mortel Law, PLLC, we welcome all inquiries about Estate Planning, and stand ready to help you get this important job done. Regular review of existing estate plans is also advisable because people and circumstances change over time. Contact Attorney Jennifer Mortel today, at Mortel Law, PLLC for your free consultation. Call now, (651) 288-2843.

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