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At Fleisher Patterson Law, we specialize in developing custom estate plans for our clients. Our mission is to ensure that your life’s work, from your loved ones to your assets, is protected and cared for. Find out how we can help bring you peace of mind by scheduling a free consultation today!

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PRACTICE AREAS

Wills

A Will is probably the most common estate planning document. Not only can a Will direct the distribution of your assets upon your death, but it can also name an executor to settle your estate, nominate a person to serve as guardian for minor children, and create trusts for beneficiaries who may be minors or persons on public assistance. Read more…

Asset protection

You’ve worked hard to earn your assets. If you are at all concerned that any of your beneficiaries could lose your hard earned assets to a divorce, bankruptcy, creditor claims, lawsuits, or substance abuse, there are tools we can employ to protect your assets and still provide benefits to your beneficiaries. Read more…

Living Trusts

A Living Trust allows you to control your assets while you are alive, and then leave them to your beneficiaries upon your death without court action (probate). Because property owned by your trust avoids probate, it can also be used to avoid probate in other states in which you own real estate. Read more…

Tax Planning

When it comes to estate planning, many factors need to be considered. Even though very few families will have estates subject to the federal estate tax, other taxes such as income, capital gains, and gift taxes need to be considered. At our office we work alongside our clients to consider the tax implications of each estate and develop a suitable plan. Read more…

Probate

Probate is the legal process wherein the validity of a will is determined in a court of law. The process also includes administering the will and distributing an estate according to the terms specified within. Most assets without beneficiary designations and owned solely by the deceased will be subject to probate if they are valued above ~$68,000. Read more…

Powers of Attorney

No estate plan begins or ends without properly drafted powers of attorney. It is critical to have powers of attorney in place to ensure that someone can act on your behalf in the event that you become disabled or incapacitated. Medical and financial powers of attorney, a living will, and HIPAA release documents are essential for anyone, regardless of the size of their estate. Read more…

Trust Administration

Trust Administration refers to the trustees’ management of trust property according to the terms and for the benefit of the beneficiaries named within the trust. Trust administration also requires the successor trustee(s) to settle all debts and satisfy his or her liabilities. The trustee must also keep a detailed accounting of all matters related to the trust. Furthermore, it may be necessary and advisable to file an estate tax return regardless of whether the estate is valued at or above the estate tax exemption limit. Read more…

The Contract to Will

Few couples realize that when the first spouse to die leaves his or her estate outright to the surviving spouse, without more, the surviving spouse can always change the ultimate beneficiaries of the couple’s estate. Such changes may be intentional or unintentional, and the children of the first to die, or even the children of both spouses, may be disinherited. The Contract to Will is a superior estate planning tool for protecting the rights of contingent beneficiaries. Read More…

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