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Estate Planning

Do you have a will, trust or estate plan tailored to your specific situation and meets your exact wishes? Is it a plan your children or heirs will understand and respect? What if you become incompetent? What happens after you are gone? Will your family avoid money squabbles and preserve family harmony or will they argue and fight? Do they know what you want done with your assets? Are you sure?

What Are Your Wishes For Your Money?

We design, prepare and implement estate plans that meet our clients’ individual objectives. Whether your family is just starting out and in need of a basic estate plan or if you have built considerable wealth and need to address comprehensive wealth transfer strategies we can provide guidance to help you achieve the results you want.

Everyone Needs Estate Planning
Estate planning is something everyone needs to think about. Large or small estates need to provide guidance to your family and business partners in case of not only death, but illness or disability as well.

At the Poulos Law Firm, we handle all aspects of estate planning and administration for our clients including:

  • Wills
  • Ethical Wills
  • Gifts to children and spouses
  • Healthcare directives
  • Ancillary documents
  • Trusts
  • Powers of attorney
  • Living wills
  • Determining a guardian for children
  • Probate Laws
  • The Advice You Need for Advanced Estate Planning
  • Special Needs Trusts

For clients with many assets who wish to go beyond traditional planning, we offer assistance with advanced estate planning, which includes:

  • Gifting strategies
  • Second-generation planning
  • Charitable planning
  • Closely held businesses
  • Estate freezing techniques
  • Dynasty Trusts
  • Revocable Trusts
  • Irrevocable Trusts- wealth replacement and asset protection

Business Succession Planning
We can also design, prepare and implement plans for you to transfer your business interests from one generation to the next, to key employees or other third parties.

Do you want to learn more about Estate Planning?

Connecting with estate planning lawyer Greg Poulos will help you learn more about estate planning, estate laws and document preparation and empower you to protect your family and your choices. Greg starts by helping you answer questions about your goals, thus uncovering concerns you may have about the effect your passing will have on your heirs.

Once you’ve established your goals, Greg will work with you to create whatever documents you need — wills, powers of attorney, living wills, health care proxies, trusts — whatever is take to help protect your legacy and your family.

Please call me today to get started on protecting your family and your assets.