Estate Planning

The Law Firm of Andrew Pearson and Associates helps process, organize and arrange an individual’s assets, during the individual’s lifetime, in order to fulfill our client’s wishes to minimize costs and taxes after their death.
Properly prepared estate planning documents create enforceable legal instructions for your family, doctors, and beneficiaries. Effective estate planning can reduce the possibility of confusion and legal challenges following incapacity or death. The growing complexities in our society also requires greater attention to estate planning decisions and how existing laws affect the distribution of estate assets.
AJP Law Firm handles matters of estate planning, including creating wills, trusts and Power of Attorney. Our attorneys design plans customized to meet your unique needs and help ensure a secure future for those closest to you. We advise you on the advantages of various estate planning tools, and draft most-effective estate planning documents to serve your custom needs and preserve your wishes including Powers of Attorney and Health Care Powers of Attorney, which are important components of your overall estate plans.

We provide practical solutions to estate planning and asset protection concerns to accomplish your wishes, including maintaining management, control of your estate and their distribution to your designated beneficiaries; ensureyour financial privacy, obtaining peace of mind, and avoid unnecessarytaxes. This will save your family from the time, expense, grief and hassle of guardianship and probate proceedings. Your family can benefit from a seamless transition between many generations and importantly, minimize estate and gift taxes and protect your beneficiaries’ interests.

Outline of our typical Estate Planning process:

• Basic information from you – family structure and relationships, personal objectives
• Initial Conference
• Assess financing structures (both personal and business)
• Drafts of Estate Planning Documents
• Phone conference with optional screenshare to discuss edits
• Signing Ceremony
• Receiving Estate Planning Portfolio
• Funding Phase.

Some of the documents the AJP Law Firm can provide to help with your estate plans:

• Wills
• Trusts
• Living Trusts
• Healthcare Powers of Attorney
• Durable Powers of Attorney
• Declarations of Desire to Die a Natural Death (living will)
• Guardianships.

If you want us to help you with your estate planning needs, please feel free to contact us.