ESTATE PLANNING

Legal and Estate Planning
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Legal and estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept may seem simple, the vehicles, planning and implementation process can be complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

When working with your estate planning attorney, they may recommend you have a will, power of attorney, durable power of attorney, health care directive, and if a living trust is needed, to have your assets titled as Transfer on Death (TOD), Paid on Death (POD), or Beneficiary Deed. For retirement accounts, you need to have Primary and Contingent Beneficiaries listed. These steps will help keep your estate out of probate.

We are happy to work with you and recommend a qualified estate-planning attorney to help you pass on the legacy you choose.

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​Our firm is not permitted to offer, and no statement contained herein shall constitute, legal advice. You should consult a legal professional on any such matters. We commonly use Nelson Law Firm, P.C. We are happy to arrange the meeting or you may contact him at www.Nelsonlawkc.com.