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Personalized
service with Bill or Todd Skinner so that all questions are answered
and help is provided, with no additional cost. The Skinner's will ask
questions to understand your concerns and provide a solution that
addresses them.
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A
Revocable Living Trust Agreement, which eliminates probate and the
need for conservatorship proceedings in regard to all assets
transferred into the trust. This trust directs the disposition of your
assets to your chosen beneficiaries.
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For
married couples who want to minimize estate tax or provide asset
protection to each other, our Credit Shelter Trusts can do more than
just meet the minimum legal requirements to reduce estate tax; we can
"thicken the walls" around your assets to ensure that your
children and spouse will be protected from creditors and unintentional
disinheritance (that can happen in remarriage situations).
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A
Common Trust and/or Separate Trusts to ensure that your assets are
protected for your children. These trusts may include asset protection
from creditors, children's divorces, and/or financial inexperience.
For clients who seek to maximize protection, we can design trust
solutions that preserve assets for generations.
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Funding
Instructions for your revocable living trust. As part of our planning
service, our law office will coach and support you with your initial
asset transfers and beneficiary changes to ensure that your revocable
living trust gets off to a good start by being properly funded.
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Pour-Over
Will(s) that ensure that all property is transferred to the chosen
beneficiaries, even if an asset is not transferred to your revocable
living trust during your lifetime.
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A
Personal Property Memorandum where you can state who is to receive
your personal property such as jewelry, heirlooms, tools, family
pictures, etc.
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Nomination
of guardians for minor children.
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"Anti-nomination"
of guardians to protect your minor children from relatives who would
be poor or dangerous guardians.
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General
durable power(s) of attorney, that allow a spouse or anyone else of
your choice to sign documents and handle affairs for you. This
document is particularly helpful if mental or physical disability
prevents you from managing your own affairs.
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Advance
medical directive(s) that give directions to physicians and family
members regarding continuation of life support systems and other
medical treatment preferences.
HIPAA Privacy waiver that complements your advance medical directive
by permitting your named loved ones or friends to communicate with
your physicians or medical organization(s) recording your care or
protected medical information.
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A
one-year membership in DocuBank,
an innovative service that ensures your advance medical directive is
always available when and where it's needed (they fax it in seconds).
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A
Trust I.D. card enables you to get assets transferred into your trust
by simply filling the institution's forms with your trust's
information on the card, and delivering the form to appropriate
institutions.
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Fill
in the blank Memorial Instruction forms to express your preferences
and protect your family from over-spending or suffering from
uncertainty about your wishes after your death.
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Your
three-ring Estate Planning Portfolio contains all of your planning
documents as well as informational documents and forms which can be
completed regarding where assets are located (especially assets not
funded into your trust), wishes for memorial services, and any other
information which you consider important for your Successor Trustee(s).
Your Portfolio is the starting point should your family face a crisis.
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Peace
of Mind Meetings. Any time you experience a major life event or feel
the need to talk to an Attorney about a major and unexpected issue,
you can call us and schedule a Peace of Mind meeting at no charge.
