Establishing A Comprehensive, Effective Estate Plan

When it comes time to establish your estate plan, you need three things. First, you need to make sure your estate plan is comprehensive. If there is something missing that needs to be included, problems will arise down the road and your overall plan will be compromised.

Second, you need an estate plan that will be effective in passing on your wealth in the manner you choose. Finally, you need legal help from an experienced lawyer who can make sure your estate plan includes all the needed documents and can provide counsel as to the best approach you should take with your estate plan.

At Douglas, Joseph & Olson Attorneys At Law, we have the knowledge and experience to help you make sure your estate plan will be effective. Serving clients in Hermitage, Jamestown and the surrounding areas, our attorneys take a committed, personalized approach to estate planning.

You Are The Centerpiece Of Our Practice

We are not making just any estate plan; we are making YOUR estate plan. Critical to our process is listening to you and understanding your interests and goals before we start giving advice. Once we understand your situation, we can help create your estate plan in a way that is personally tailored to your needs.

We will give you good counsel and explain the options available to you so you can make smart estate planning decisions. Our lawyer can help you establish all of the essential documents as needed, including:

  • Wills: The will is the primary document of any estate plan. It gives specific instructions for the distribution of your assets and directs the estate administrator to the appropriate trusts and other documents involved.
  • Trusts: A trust is a specific instrument for the distribution of assets. There are numerous types of trusts, all with different goals in mind. Some trusts can be modified after they have been created (revocable trusts) and some cannot (irrevocable trusts).
  • Living wills: A living will is an instrument that instructs your loved ones regarding your desires for medical treatments in the event that you are no longer able to make or communicate those decisions at some point in the future.  
  • Powers of attorney: This is a document that gives power to another to handle your financial affairs in the event that you are unable to do so, and it gives instructions and limits as to how you want these affairs handled.

Talk With Our Lawyers During A No-Cost Consultation

Call us today at 724-704-0554 or email us to schedule aa meeting to discuss your situation. We’re here to draft a comprehensive estate plan that reflects your goals and wishes.