Comprehensive Estate Plan Ensuring Assets
At JMershonLaw, we appreciate the significance of a comprehensive estate plan that ensures your assets are distributed according to your wishes and your loved ones are well taken care of. Our comprehensive estate planning package is designed with over 50 pages of directive forms and templates, step-by-step directions for probate, and guidance on organizing your essential documentation. Leveraging our deep expertise and meticulous attention to detail, we assist in crafting a customized estate plan, providing you and your loved ones with peace of mind.
Our Specialties
Trusts
Trusts allow you to transfer ownership of your assets to a trustee, offering flexibility, control, the minimization of estate taxes, and the ability to avoid probate. We are well-versed in both testamentary and living trusts, each serving unique purposes based on your specific needs.
Last Will & Testament
We help you articulate your asset distribution wishes through a legal document called a Last Will and Testament. This crucial document allows you to appoint a trusted person as the guardian of your minor children and establish a testamentary trust to protect their inheritance.
Financial Power of Attorney
The financial power of an attorney gives you the ability to appoint a trusted person to handle your financial and business affairs on your behalf. This powerful legal document comes into play when you are unavailable or unable to make financial decisions.
Health Care Directives
We assist in creating a health care directive, a document that outlines your medical treatment preferences should you become unable to communicate or make decisions for yourself.
HIPAA Release
Our team can help you execute a HIPAA Release Form, which authorizes medical care providers to share your medical information with designated individuals.
Portfolio Estate Planning
Portfolio estate planning involves a comprehensive approach to managing and protecting your assets during your lifetime and ensuring a smooth wealth transition to your beneficiaries after your passing.
Ready to benefit from Janie's personalized and competitively priced legal services? Contact us for a consultation that brings you peace of mind.