Estate Planning, Wills and Trusts
Mortel Law, PLLC, assists people with estate planning, probate, estate administration and more. We believe in helping our clients prepare for the future, preserve their assets, provide legacies and protect their loved ones as they go through difficult life transitions.
We help individuals and families with issues such as:
- Wills
- Trusts
- Living Trusts
- Powers of Attorney
- Health Care Directives
- Transfer on Death Deeds
- Estate Tax Planning
- Probate and Trust Administration
We take the time to get to know our clients and craft estate plans that meet exactly their needs and goals.
A Plan That’s Right For You
Contrary to what many people think, estate planning is not just for the wealthy. Everyone should have some kind of estate plan. For some clients, this plan may consist of no more than a will, power of attorney and an advance health care directive. Together, these documents essentially make important decisions in advance, and give you control over what happens when you are no longer able to make these decisions for yourself.
Beyond the basics, other clients may need a plan that includes trusts and other documents that can preserve assets, avoid estate tax and build a legacy that lasts for generations. Advanced estate planning tools, such as trusts, can accomplish many tasks, from preserving assets during your life to providing for loved ones and favorite charities long into the future. Trusts are often used as a tool to avoid the need for probate following death as well.
When you come to us for help with estate planning, we work with you to develop a plan for your long-term goals. The type of plan you need is up to you.
Gain Flexibility By Establishing Power Of Attorney
Whether it’s for convenience or necessity, granting power of attorney to a trusted person in your life can be a useful tool to ensure that your financial and property affairs are managed promptly without any legal obstacles. By granting power of attorney to another party, that person can act on your behalf in financial and legal transactions when you are not available to conduct such actions yourself. Your designated power of attorney can keep the business of your life moving forward in the event of your incapacity until you are able to resume a more active role yourself.
Thoughtful Guidance In Crafting Health Care Directives
Estate planning is not just about passing on wealth and assets; another component is making a plan for your own health and decision-making in the event of an unexpected medical emergency. Regardless of your age or health, anyone can be temporarily or permanently incapacitated with little or no warning. By thinking through your preferences and documenting them in a formal health care directive, you can ensure that your medical care will be conducted according to your wishes in the event that you are unable to express them in the moment.
We will help you identify your priorities for your medical care, and appoint a trusted person to make time-sensitive decisions when you are not able to do so yourself.
Talk To A Skilled Estate Planning Lawyer
There is no substitute for speaking to a skilled lawyer when you create your estate plan. Websites may give you an idea of the basics, but if they aren’t developed exactly for you, they are not going to meet your needs and achieve your goals. Creating an estate plan is much more than just drafting the appropriate documents. A thorough review of your estate in order to coordinate the titling of assets and beneficiary designations is also an essential component of a comprehensive plan. We will work with you to ensure that all the different parts of your estate plan work together efficiently in order to achieve your goals.
Get started creating an estate plan just for you by calling Mortel Law, PLLC, at 651-968-0815. You can also contact us online.
