ESTATE PLANNING

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At Peters and Krown, our experienced estate planning attorneys are dedicated to helping our clients protect their assets and plan for the future. We understand that every client has unique needs and goals, and we work closely with each individual to develop a comprehensive estate plan that reflects their wishes and meets their specific needs.

Our Estate Planning Practice

Our estate planning practice includes a wide range of services to help our clients achieve their estate planning goals. Whether you are just starting to think about estate planning or need to update an existing plan, we can provide guidance and support every step of the way. Our services include: 

1. Wills: A will is a legal document that outlines how your assets will be distributed after your passing. Our attorneys can help you create a valid will that reflects your wishes and ensures that your assets are distributed according to your wishes.
2. Trusts: Trusts can provide several benefits, including avoiding probate court, maintaining privacy, planning for incapacity, and providing asset protection. We can help you create a trust that meets your unique needs and goals, whether it's a revocable trust, irrevocable trust, or a special needs trust for special needs beneficiaries.
3. Powers of Attorney: A power of attorney allows you to appoint someone to make financial or medical decisions on your behalf if you become incapacitated. Our attorneys can help you create power of attorney documents that reflect your wishes and ensure that your interests are protected.
4. Healthcare Directives: A healthcare directive, also known as a living will, outlines your wishes for end-of-life medical care if you become incapacitated. We can help you create a healthcare directive that reflects your values and beliefs and ensures that your wishes are carried out.

Specialized Services

At Peters and Krown, we understand that estate planning involves more than just creating a basic will or trust. That's why we offer a range of additional, specialized services to help our clients achieve their unique estate planning goals. These services include:

1. Asset Protection: Asset protection is a crucial part of estate planning that involves taking steps to protect your assets from potential risks, such as creditors, lawsuits, or bankruptcy. Our attorneys can help you create an asset protection plan that includes a range of legal strategies, such as creating a trust, forming a limited liability company (LLC), or transferring assets to a family member. We can also review your existing asset protection strategies and make recommendations for improvement.
2. Estate Tax Planning: Estate tax planning is the process of minimizing estate tax liability and protecting your assets for future generations. Our attorneys can help you create an estate tax plan that includes legal strategies, such as gifting, creating a trust, or setting up a life insurance policy. We can also review your existing estate plan and make recommendations for improvement.
3. Business Succession Planning: If you own a business, it's important to have a plan in place for the future. Our attorneys can help you create a business succession plan that outlines how your business will be managed and transferred in the event of your retirement, incapacitation, or death. This plan can include legal strategies, such as creating a trust, forming a partnership, or transferring ownership to a family member or employee.
4. Charitable Giving: Charitable giving is an important part of estate planning that allows you to leave a lasting legacy and support causes that are important to you. Our attorneys can help you create a plan for charitable giving that reflects your values and beliefs. This plan can include legal strategies, such as creating a charitable trust, making charitable donations during your lifetime, or leaving a charitable bequest in your will or trust.
5. Special Needs Planning: If you have a loved one with a disability, it's important to have a special needs plan in place. Our attorneys can help you create a special needs plan that ensures your loved one receives the care and support they need, while also preserving their eligibility for government benefits, such as Supplemental Security Income (SSI) and Medicaid. This plan can include legal strategies, such as creating a special needs trust, making gifts to the trust, or setting up a guardianship or conservatorship. We can also help you review and update your existing special needs plan to ensure that it reflects your current wishes and goals. With a special needs plan in place, you can have peace of mind knowing that your loved one will be taken care of in the future. 
6. Pet Trust Planning: Pet trust planning is a unique type of estate planning that involves creating a trust to provide for the care and maintenance of your pets after your passing. Our attorneys can help you create a pet trust that ensures your furry friends are taken care of in the event of your death.
7. Digital Estate Planning: Digital estate planning involves creating a plan for the management and distribution of your digital assets, such as social media accounts, email accounts, online bank accounts, cryptocurrencies, and online storage accounts. Our attorneys can help you create a digital estate plan that reflects your wishes and protects your digital assets.
8. Blended Family Planning: If you have a blended family, it's important to create an estate plan that ensures your assets are distributed according to your wishes and protects the interests of all family members. Our attorneys can help you create a blended family estate plan that reflects your unique family dynamics and takes into account factors such as stepchildren, ex-spouses, and different family relationships. This may include creating a trust, establishing guardianship, or making specific bequests in your will or trust. We can also help you navigate complex legal issues, such as community property laws and prenuptial agreements, to ensure that your estate plan is legally valid and reflects your wishes. With a blended family estate plan in place, you can have peace of mind knowing that your loved ones will be taken care of after your passing.

By offering these additional services, we can provide our clients with a comprehensive estate planning experience that meets their unique needs and goals.

Flat Rate Pricing

At Peters and Krown, we offer flat-rate estate planning packages to provide our clients with transparency and predictability when it comes to legal fees. We understand that estate planning can be a complex and intimidating process, which is why we offer flat-rate packages to provide our clients with a clear understanding of the costs involved. Our estate planning packages include a comprehensive set of legal documents tailored to meet your unique needs and goals. By offering flat-rate packages, we can help our clients avoid surprises and ensure that they receive high-quality legal services without checking the clock.

Our staff and attorneys will explain the package options and the legal documents included in each package, so you can choose the package that best fits your needs and budget.