The Rodman Law Group: Estate Planning Counsel

Having an estate plan is essential, and being unprepared can create unnecessary stress for you and your loved ones. No matter your age or financial circumstances, The Rodman Law Group is equipped to create a plan for you that will directly accomplish your goals for the future, and we will work closely with you to develop an individualized estate plan that directly meets all of your goals.

By creating an estate plan you will not only ensure that your wishes are memorialized, but you will also create a viable, thorough plan for your property and assets, and you will provide clarity about your intentions to those most important to you. Building a comprehensive estate plan includes important documents that you will need throughout the course of your life. The Rodman Law Group will guide you through this process as we work with you to ensure that all your estate needs are addressed.

Some common estate planning documents include wills, trusts, a financial power of attorney, and an advanced health care directive. However, estate planning does not just include the preparation of documents that are generally associated with the end of life, as many events such as marriages and births and adoptions trigger the necessity of legal documents to protect premarital assets and establish economic protections for the future of your children. The Estate Planning Team at the Rodman Law Group will walk you through any legal strategies available to you for managing your assets, and will prepare the documents and any other considerations that may be necessary to avoid the complications of probate and ensure that you are prepared for any possible outcome.

 

Learn more about common estate planning documents below, and contact us today to set up a consultation with our Estate Planning Team when you are ready to begin building your estate plan.

 

Wills

A will is a legal document that sets forth detailed instructions for the disposition of your property and other assets. By creating a will, you are taking control of the dispersion of your property, which will safeguard your assets, establish a well-thought out plan leaving nothing to question, and keep your property out of a potentially lengthy and arduous probate process. A will can not only direct the disposition of your personal property, but can also cover the management of your business assets, investments, and charitable donations.

In addition, our expertise in blockchain and distributed ledger technology sets us apart from other estate planners. There are many unique considerations related to protecting digital assets, and our team will provide you with an all-inclusive will that ensures your hard-earned investments are protected.

Contact our Estate Planning Team today to discuss our flat rate fee schedule for the creation of wills, starting at $1000.

 

Trusts

A trust is a legal mechanism under which you (the “settlor”) can pass on assets to another person who will manage your assets (the “trustee”) for the benefit of a third-party that you nominate (known as “beneficiaries”). Putting your assets into a trust will ensure that your property is given in the manner you decide, if, for example you do not wish for your beneficiaries to have access to your assets until they reach the age of 21, or, if you want to completely keep the distribution of your assets private and completely outside of the probate process. Trusts can be revocable or irrevocable, and can be set up for a variety of reasons, including providing spousal support after the death or incapacitation of one spouse, to provide a tax credit shelter to take advantage of estate tax exemptions, or to establish a charitable trust in your name or in honor of a loved one.

The Estate Planning Team at the Rodman Law Group can explain the various types of trusts that may be available to you, and can set you up with the most appropriate trust for you and your future. Contact us today to set up a consultation to see if a trust is right for you.

 

Advanced Healthcare Directive and Financial Power of Attorney

An Advanced Healthcare Directive and Financial Power of Attorney are common documents used to determine end of life decisions and to establish the management of your finances in the event of your death or incapacitation. These documents are some of the most important estate planning documents, as they will determine the most difficult decisions you’ll have to make with regard to prolonging life and accessing your financial accounts if, for any reason, you are unable to.

The Estate Planning Team is experienced in having difficult conversations surrounding some of the most challenging decisions you’ll have to make as your creating your estate plan. We will work closely with you to determine what is important to you and create a plan that addresses all of your concerns and meets all of your needs. Contact us today to set up a consultation to discuss these and other documents that may be necessary or helpful in planning for your future.