Estate & Trust Planning
Maureen Wegleitner will guide you through the estate plan process to develop a personalized estate plan to meet your goals and wishes.
Maureen will first meet with you to establish a confidential attorney-client relationship and learn about your circumstances, concerns, issues, values and objectives. She will take the time to understand your personal beliefs, your family values, your financial concerns, your visions and the legacy you want to leave your family and/or community.
Tools she will discuss with you to use in your estate plan might include:
- Basic and Complex Wills
- Revocable and Irrevocable Trusts
- Healthcare and Financial Powers of Attorneys
- Guardianships and Conservatorships
- Pre-Nuptial and Marital Property Agreements
- Estate and Gift Tax Issues
- Beneficiary Designations
- Medical Assistance Planning
- Business Entity Organization
- Review and Update Existing Estate Plans
Basic estate plans can usually be completed within a couple of weeks while more complex estate plans might take up to a couple of months to complete. After your estate plan is in place, it should be reviewed periodically to ensure that your plan has not been affected by recent changes in the law. In addition, it is important to have your plan reviewed when you encounter significant changes in your life.
Maureen will guide you with caring personalized service to assist you in putting an estate plan in place that reflects your specific values, goals and wishes.