- Review of any and all existing wills or trusts
- Living/revocable trust for the family
- Power of attorney for each spouse
- Advanced medical directive for each spouse
- Estimated estate taxes
- Estimated income taxes due at death
- Several specific recommendations for minimizing those taxes
- Drafting deeds to transfer your properties into the trust
- Assistance in changing beneficiaries, recommendations for how to title properties, etc.
- Unlimited (within reason) follow-up texts/emails/phone calls to discuss updates and other things related to estate planning
Put Your Future On Higher Ground Legal
Our esteemed estate planning lawyers work diligently to help clients prepare thoughtful and inclusive Trusts. Working alongside other qualified professionals, our Trust lawyers are able to represent individuals residing in all 50 states. Additionally, we offer Will preparation as a part of a package when establishing Trusts. We provide basic estate planning packages for single clients or couples. These services may include:
At Higher Ground Legal, we are passionate about helping people pay less taxes and save money. By helping reduce or minimize taxes, we are able to take a significant amount of financial stress away from the individuals we represent. Taxes can be complicated and overwhelming to handle on your own. We aim to take this burden off your shoulders so you can focus on other important facets of your life. We also provide tax advice in collaboration with estate planning.
This is invaluable to the financial aspect of your estate plan. With the help of our adept estate tax lawyers, you will be able to develop a plan of action that best suits your particular situation.
Whatever your circumstances may be, the tax planning attorneys at Higher Ground Legal are here to provide you with the thoughtful guidance you need to succeed.
A Revocable Trust enables you to make ongoing changes to your estate plan while you are alive and able to do so yourself. The direct benefits of a Revocable Trust include the ability to avoid probate, additional privacy, and protection in the case of incapacitation.
An Irrevocable Trust, on the other hand, cannot be altered once it is signed unless the named beneficiary or beneficiaries agree.
These trusts can have significant tax advantages, asset protection from creditors, and can help meet certain income threshold requirements for government benefits.
