Wills & Trusts

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Wills & Trusts

Our attorneys provide dedicated services and professional legal guidance to our clients in all aspects of estate planning and administration matters, to include preparation of Wills, Testamentary and Living Trusts, Special Needs Trusts, Charitable Trusts, Revocable and Irrevocable Trusts, Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA.

Our attorneys assess each client’s situation to analyze and determine the best estate plan that meets their needs, whether our clients are looking to protect their growing families or to plan end of life care.

Learn more about our specific services by clicking on the following categories:


Estate Planning

Our attorneys are experts in assessing individual situations and assisting our clients to formulate an estate plan that is tailored to their needs. Our firm assists individuals, couples, and same-sex couples in creating the right estate plan that meets their needs.

Shaltiel Law Group advises clients in all aspects of estate planning, including formulating a Will, various types of Trusts, including Revocable and Irrevocable Trusts, Limited-Term Trusts, Insurance Trusts, Special Needs Trusts, Spendthrift Trusts, Family Trusts, and Charitable Trusts.

As part of the estate plan, our firm also assists clients with Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA documentation.


Wills

Having a Last Will and Testament is essential in determining what will happen with your assets and children after your death. Without a Last Will and Testament, the state laws will determine how your assets will be distributed and who will be appointed the guardian of your children.

Having a Will is essential and allows you to take control and define your intentions as to how your assets should be distributed, name a guardian to care for your children, and name an executor to administer your estate. It is essential that your Will clearly defines your intentions so as to minimize family queries, fights, and confusion. Your Will in the course of probate will provide clear guidance and direction to insure that your intentions and wishes are carried through.


Trusts

Our attorneys provide advice and services to our clients in regards to Testamentary and Living Trusts, Special Needs Trusts, Revocable and Irrevocable Trusts.


Power of Attorney

A Power of Attorney is a legal document by which an individual appoints someone they trust, called an agent, to act on their own behalf in matters concerning their private affairs. These private affairs may include legal matters, real estate transactions, and other business affairs.


Living Wills & Health Care Directives

Our attorneys provide legal services and guidance for Living Wills and Health Care Directives. Living Wills and Health Care Directives are crucial to protecting an individual’s end of life and medical care preferences, in cases of a serious accident or illness. Our attorneys recommend that all adults have such directives since unexpected end of life and medical situations can occur at any age.


Health Care Proxies

A Health Care Proxy allows individuals to appoint someone they trust, called an agent, to make medical decisions on their behalf when they lack the necessary capacity to make such decisions. Usually the agent is a family member or a close friend.


Resources and Suggested Reading


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