Wills, Trusts, and Other Supporting Documents

It is important for every adult to create an estate plan. Proper planning allows individuals to establish a care plan for themselves and family members during periods of incapacity and to transfer their assets after death.

At Davis Law Firm, we draft unique estate plans tailored to each of our clients’ individual needs. We work with our clients to identify their goals and expectations so that each document fully addresses their needs. Working closely with our clients, we create:

  • Wills
  • Trusts
  • Health care directives
  • Powers of attorney
  • Advanced medical directives

We represent our clients throughout the entire process, from drafting their estate plan to making necessary updates as they age to administering their estate. Because we both draft and implement the estate plan, we can provide a smoother transition of wealth to the next generation. Often, we even assist our clients’ children or other family members during periods of incapacity or after death.

What Does An Estate Plan Do?

Simply put, an estate plan allows an individual to choose how and to whom his or her assets should transfer after death. Estate plans can also help you plan for continued care and maintenance during periods of incapacity. If you have dependent family members, you can choose a guardian or conservator for them and choose how and when they will receive your assets. Finally, estate plans can allow you to avoid probate and minimize estate taxes.

Collaborating With Other Professionals To Help You

We often consult with other professionals while creating our clients’ estate plans. We have worked with accountants, financial advisors and tax planners to develop strategies to ensure a smooth transition of wealth and minimize taxes. Collaborating with these resources allows us to provide our clients a rare breadth and depth of knowledge and experience.

Start Planning Your Future — Consult A Lawyer

The sooner you begin working with an estate planning lawyer, the sooner you can rest assured that your estate plan provides for your family. Schedule a consultation with Davis Law Firm today. Call the Rochester office at 507-424-6330, or send an email.