Estate Planning, Medical Directives, & Wills
Our estate planning services are highly customized to meet your unique family situation, assets, and personal goals and values. Our first meeting is complimentary. It is designed to give you a chance to get to know us and gives us an opportunity to get to know you so that we may properly advise you on a plan that fit your needs.
Trusts & Estates
Protecting and preserving wealth is something that should never be overlooked. There are countless strategies that can be implemented in your estate plan to minimize taxes, expenses, claims of nursing homes or government agencies, and other frustrations that may arise.
Our attorneys have the experience necessary to develop a personalized estate plan for each client, no matter the family or financial circumstances. If warranted, we possess the knowledge to use more sophisticated planning techniques involving limited liability entities and grantor, or other tax favored, trusts. Recognizing that most clients are primarily concerned with the transfer of property to the next generation, we emphasize a comprehensive approach to take full advantage of wealth transfer opportunities and minimize costs, both during and after life.
We will assist and advise on a variety of topics including, but not limited to: powers of attorney, healthcare directives and living wills, estate & inheritance tax, gift tax, revocable trusts, pet trusts, guardianship, probate, as well as executive, administrative and personal representation, and more.
Check out some of the videos on our YouTube for basic information on probate and trusts. We will go further in depth when we have your consultation where we can address any and all questions you may have regarding your specific circumstances and goals.
Trusts & Estate Litigation
Will and trust disputes often present complicated legal and factual issues. Our team of dedicated attorneys we have the knowledge, experience, and skill to properly evaluate your case and get you the best results possible. In many situations, we are able to resolve disputes without going through extensive and costly litigation. Whenever practical, we attempt to resolve disputes through mediation or other forms of alternative dispute resolution. If litigation is necessary, we will fight vigorously for your cause.
At Stead & Associates, PLLC, our firm has a commitment to first-rate, personal and individualized service. We always take the time to get to know our clients and their legal needs. Our boutique law firm approach allows us greater flexibility in pursuing clients’ interests. We look forward to helping you soon!