With proper estate planning, you can help ensure that your minor children are properly cared for, that your property is left to those who you choose, that taxes and fees assessed after you’re gone will be minimized, that you and your family’s privacy is protected, and that your dignity is maintained in the event of incapacity.

Asset protection planning is the legal process by which you protect your assets from unknown future claimants. It’s about taking the necessary steps to afford you and your family the most protection available under the law. Whether it’s preventing scammers from stealing your hard-earned money or protecting your child’s inheritance from unscrupulous creditors, there are steps you can take today to make the future better for you and your loved ones.

Probate administration is a highly specialized and technical field. During probate administration, there often will be numerous court filings within prescribed deadlines;  beneficiaries and creditors need to be contacted according to the rules, elections will need to be made, taxes filed, and more. Because of the complexity involved, if you are the personal representative of an estate you certainly should having a knowledgeable attorney by your side.

Whether you run a brand-new start-up or a century-old family business, it’s never too early to think about your exit. You may want to pass the business down to your kids, or simply ensure that the business keeps running in case you can no longer run it.  The proper planning now can ensure that the operational transition goes smoothly with the most financial benefit to you and your loved ones.

Acting as a trustee is not a matter to take lightly. There are rules to follow under state and federal law, and, of course, within the Trust deed itself. Various fiduciary duties are owed to beneficiaries.  And depending on the nature of the trust, assets may need to be gathered or tax returns filed.  Having knowledgeable counsel at your side can make administration and compliance easier.

Want to learn more? Schedule a free initial consultation today.

My name is Sean Lucas and I’m here to help.  My mission is simple: provide clients with first-rate service and a true concern for their issues.  This means I do not pressure my clients or recommend services they don’t need.  It means that I am available for them, that I listen to their needs, and that find a solution that works.   My clients know I will personally handle their matter with the utmost care and diligence. Sign up for a free initial consultation to see if I can assist you today.

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