An estate plan can protect your loved ones and assets upon death by establishing documents that express your wishes. An estate plan is an effective tool in directing the disposition of your estate, avoiding probate, and to minimize and even eliminate tax burdens, while helping to avoid conflicts among family members. Commonly included documents are wills, trusts, durable powers of attorney, and durable powers of attorney for healthcare with patient advocate designations. At Heckler Law Group, we will work closely with you, your family and their businesses to develop an estate plan that is right for you. We stay current on changes in the law that may work to your advantage and keep you informed by explaining your options to ensure a positive experience.

Our estate state planning services includes the following areas:

  • Wills
  • Durable powers of attorney for medical decision-making
  • Living wills
  • Irrevocable trusts
  • Gift planning
  • Charitable and planned giving
  • Family cottage LLCs, trusts and tenancy-in-common agreements
  • Durable powers of attorney for financial affairs
  • Special needs trusts for individual family members
  • Revocable living trusts
  • Life insurance trusts
  • Succession planning for closely-held businesses
  • Private foundations and alternative options