Who will take care of our children if something happens to us?
Who will make sure my assets are distributed to my heirs?
How do we leave money to charity upon our death?
How do I plan for the succession of my business?
What is probate?
Will I owe estate taxes?
How do I transfer assets during my life?
Gutwein Law can help answer these questions and more for you to give you confidence in your future. Download our Estate Planning Questionnaire to get started or Contact Us.
The Estate Planning Process typically has these steps:
Either you complete and submit the Estate Planning Questionnaire or we meet with you and review and gather the information for the Estate Planning Questionnaire
We meet to discuss your desires and concerns regarding your estate and complete any missing information from the Estate Planning Questionnaire
We provide you drafts of your Estate Planning Documents as described below
After your review of the documents we either meet again to review the documents in person or we meet for the signature of your Estate Planning Documents
Basic Estate Planning Package:
Will
Living Will
Appointment of Representative and Power of Attorney for Health Care
General Power of Attorney
Comprehensive Estate Planning Package may include the following:
Will
Living Will
Appointment of Representative and Power of Attorney for Health Care
General Power of Attorney
Revocable or Irrevocable Trusts
Special Purpose Trusts, such as Trusts to hold stock of a closely held business
