Estate Planning
At Hirst Applegate, we recognize that for most clients estate planning is an intensely personal experience. For that reason, we have developed a client-centered approach to estate planning. We endeavor to assure that each of our clients develops a high comfort level to make sure that all important issues relevant to creating the right estate plan for the client are discussed and considered. We stay on top of cutting-edge techniques to assist our clients in preserving their assets and ensuring that their assets are distributed according to their wishes while reducing taxes and administration charges to the greatest extent possible.
We assist our clients in creating trust-centered estate plans to avoid probate, plan for disability, maintain maximum privacy, and reduce taxes and administration charges. Given our emphasis on trust-centered estate planning, most of our practice in this area focuses on post-mortem trust administration. We are committed to providing quality, caring, and timely service to our clients and are committed to remaining current on emerging estate planning concepts and techniques to better serve our clients.
Attorneys Practicing in This Area
NOT ALL CHILDREN’S NEEDS MAY BE CREATED EQUALLY
By: Shaina Case Parents generally try to treat their children equally across the board, whether it be dollar for dollar, present for present, or hug for hug. But when it comes to estate planning, equitable planning may be more beneficial than equal planning. Parents...
read moreCHILD OFF TO COLLEGE THIS FALL? CONSIDER THE FOLLOWING BEFORE SHE GOES
by: Shaina Case Estate planning can help parents care for their baby birds once they fly the coop. So before packing up their clothes and furniture into a moving truck, consider the following: Health Care Documents. If your child is hospitalized and unable to make her...
read moreTHE PERSONAL PROPERTY MEMORANDUM
by: Shaina Case Have one, or several, personal items that you want to ensure pass to certain people upon your death? The personal property memorandum is a tool that allows you to designate specific personal items that will pass to the people of your choice. The best...
read moreTRUSTEE, PERSONAL REPRESENTATIVE (EXECUTOR/ADMINISTRATOR), AGENT, AND ATTORNEY-IN-FACT – UNDERSTANDING THE DIFFERENCES
by Shaina Case Part of your estate plan includes choosing who you want to act on your behalf as trustee, personal representative (executor/administrator), agent, or attorney-in-fact upon your death, disability, or incapacity. Below is a brief...
read moreWYOMING’S AFFIDAVIT OF SURVIVORSHIP
by: Shaina Case There are three primary ways that two or more people can own real estate together, which are: tenancy by the entireties/husband and wife (a special designation for married persons who own property equally with a survivorship right for the surviving...
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