Estate Planning
Foundational Estate Planning
Our team drafts the essential estate planning documents that everyone, regardless of their assets, needs in order to facilitate end of life asset transfers. This often includes wills, revocable trusts, powers of attorney (medical and financial), living wills, and guardianship appointments for minor children. Our team also has experience in drafting instruments such as special needs trusts and assisting with Medicaid planning. Our team takes an individualized approach to estate planning, as we know one size does not fit all. We are happy to draft both unique and complex plans to accommodate each client’s unique family dynamics, assets, charitable inclinations, and estate planning goals. We not only develop and draft estate plans, but we also work closely with our clients to assist with asset planning and re-titling assets.
Advanced Estate Planning
For our clients who exceed the taxable estate threshold, we provide thoughtful, tax- efficient estate planning. This often includes irrevocable trusts and business succession planning for clients. Additionally, our team can assist with preparing tax returns that those in the taxable estate space often need, such as the Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return). See our Tax Planning page to read more about how we might be able to help.
Marital Agreements
Marital agreements allow both parties to mutually agree on certain terms either prior to or during marriage in the event of divorce and/or death. Our team can assist with marital agreements for those who plan to be married or are already married. Our goals when a client hires us for a marital agreement are to make the process as smooth as possible and address important considerations, all while maintaining the positive spirit of your upcoming or current marriage. Due to our experience with estate planning, we are able to advise on how a client’s marital agreement might affect his or her estate plan as well.
Trusted Litigation Assistance
Tax Planning
Estates, Wills & Trusts
Business Succession
Charitable Planning
Estate & Trust Administration
Corporate & Commercial Transactions
Health Law
Commercial Real Estate
Looking for an Estate Planning Attorney?
An estate planning attorney works with the living clients on how to administer their assets and estate. Similar to a will and trust lawyer, these lawyers help our clients prepare trusts, wills, and other relevant documents to ensure a smooth transition of assets.
Illumine Legal LLC proudly provides services to those in need. We also take pride in helping our community.
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