If you own property, a will and other estate planning tools like trusts can make decisions easier for your loved ones if something happens to you. Planning ahead by having the proper estate plan -just in case- can make it so that your final wishes about your possessions will be honored. The alternative is to have the State determine what happens to your property. Why risk leaving your loved ones to deal with a lengthy formal court proceeding to administer your estate? Why risk increased tax liabilities by not planning ahead? Whether you need a will drafted for the first time or need to update a previous will or trust due to changes in family, tax or other life changing circumstances, Smith, Shelton and Ragona, LLC, can assist clients in every stage of the estate planning process. The following are examples of estate planning tools we utilize:
1. The appropriate estate planning documents to accommodate different family situations and different estate values
2. Revocable and non-revocable trusts
3. Planning and utilizing estate tax exemptions/credits and marital deduction formulas to reduce estate and gift taxes whenever possible
4. Living wills
5. Powers of attorney
6. Medical Durable Power of Attorney
7. Trusteeships, fiduciary, conservatorship, guardianship and personal representative issues
8. American Indian wills, trusts and estates
In addition, we can help clients with the administration of a decedent’s estate, including probate of wills and intestate estates (estates without wills) and advising personal representatives with the administration of an estate.
Please call us at 303-255-3588 to set up an initial interview and to find out more about our wills, trusts and estates law practice.
Please NOTE: The information in this flyer is intended to inform you about our practice; it is not intended to be an advertisement. Please also note that the information in this flyer is not intended to be legal advice and that this flyer in no way creates an attorney-client relationship. An attorney-client relationship may only be created with Smith, Shelton and Ragona, LLC via a written contract of representation.