Estate Planning
Protect your family, their future, and your legacy.
Life Planning for Peace of Mind
One of the single most important responsibilities you have is to protect your family, their future, and your legacy. No matter the size of your estate or value of personal or real property assets, Kierman Law will help you prepare an estate plan according to your wishes and provide for your family. We provide a variety of services ranging from simple wills to comprehensive trust and estate plans.
Absent proper estate planning, your children will lack guardianship, a guardian may lack the financial ability provide for your children as you wish, and your assets and property may be significantly taxed or held up in probate.
Estate Planning Services
Asset Protection
Asset protection planning is an important step in the estate planning process, regardless of age, health, and wealth.
Business Planning
We help families protect their businesses and make generational transfers to ensure the continuity and lifespan of the family business.
Financial Directives
A Financial Power of Attorney (FPA) allows you to select a person to be responsible for managing your estate if you become mentally incapacitated.
Medical Directives
It is important to be proactive and select a medical agent and set up your advance healthcare directive should you or a loved one fall ill.
Prenuptial Agreements
Finalizing a prenuptial agreement is a significant step towards protecting your financial future and ensuring peace of mind for both you and your spouse
Temporary Guardianship of a Minor
If your children will be in the care of someone else, you should assign Temporary Guardianship.
Temporary Guardianship of Pets
If you intend to be out of town without your loved pets, you should assign Temporary Guardianship
Trusts
Protecting Your Assets and Ensuring Your Legacy
Wills
Secure Your Legacy with a Proper Estate Plan
Even if you already have an estate plan, life events may trigger a need to revisit your prior decisions:
- Divorce and/or remarriage
- Childbirth
- Adoption
- Responsibility for a child with special needs
- Inheritance or other change in finances
- Caretaking responsibilities for an elderly family member
- Personal disability or temporary or permanent incapacity
- Relocation from one state to another
- Your impression that a family member previously appointed as a guardian or beneficiary is no longer mentally sound, fiscally responsible, or physical capable to perform the tasks required.
When preparing your estate, the following are important questions to ask:
- How will your assets pass to your surviving spouse?
- How should your assets be allocated to your children?
- When do you wish to allow your children to have access to the funds?
- Who will be in charge of managing family assets?
- If you are in a blended family where you or your spouse has children from a previous marriage, how would you like your assets be allocated?
- Do you have any specific end of life or burial requests?
- Any special bequeaths?
- Do you want to disinherit any family members?
- Most importantly, who will become guardian to care for your children? And what type of conservatorship plan is needed to ensure your children have the proper financial support before they come of age.
Kierman Law will help you identify your personal needs, make sound life planning decisions, ensure your family and children are protected, and will give you peace of mind.
Get in Touch
Let us know how we can help you plan for the future.