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Wills, Trusts, & Estate Planning
Estate planning is not just for the wealthy. It is one of the most important ways to
protect your spouse, care for your children, and make sure your wishes are carried out.
Benefits of Estate Planning
By planning ahead, you can help ensure that your wishes are respected if a medical emergency arises and that the right person has legal authority to make decisions on your behalf.
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Parents of children under 18 should also have a clear plan in place for who will care for their children if they are no longer able to do so. Many people have an idea of who they would want to step in, and some have even had those conversations. But when tragedy strikes, even the best intentions can be overwhelmed by grief and uncertainty. The last thing children need in a traumatic situation is conflict between family members over who will care for them.
Estate planning also allows you to decide how your home, property, and other assets will be distributed. Without a plan, those decisions may be left to the court system rather than the people you trust most.
At Fenton & Grimwood, we take pride in helping individuals and families avoid unnecessary complications and prepare for the future with confidence. The following are some of the estate planning services we provide:
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Popular Will, Trust, and Estate Planning Services
WILLS
Create a customized plan for your assets and loved ones that takes effect when you pass.
HIPAA RELEASES
Designate to certain individuals the right to access your medical records in an emergency.
WEALTH & ASSET PROTECTION
Ensure that the wealth and assets you've worked so hard to build are passed along with as few interruptions and as much protection as possible.
TRUSTS
Create a trust that will give you a customized plan for your assets, that will go into effect as soon as it's created.
TRUST ADMINISTRATION
Ensure that a trust will be administered without unnecessary interruption or misinterpretation.
EXECUTORSHIP DUTIES
Assign an executor to take responsibility for your will to carry out your final wishes and distribute assets.
POWERS OF ATTORNEY
Create legal documents that appoint a person or organization as your agent to assist with your medical and financial affairs.
SPECIAL NEEDS PLANNING
Create a plan that can help ensure adequate care for an individual with special needs.
ADVANCE DIRECTIVE/LIVING WILL
Make your wishes known about certain end-of-life healthcare treatments.
CHARITABLE PLANNING
Structure final charitable donations to reduce tax consequences and maximize the benefits to the charitable organization(s) of your choice.