With the complexities involved in preparing wills and trusts, I help individuals and families understand their options and plan for their futures. I have been a trusted estate lawyer in the Aurora community for over three decades, developing a reputation for excellence. Considering that this area of the law can be highly technical and involves several legally dense documents, I aim to make the estate planning process clear, concise and efficient.
In so doing, we will discuss your objectives and what you feel is of value to you and your family. I will explain these matters to your satisfaction and enlighten you as the topics relate to the legal aspect of your concerns. Based on your needs and requirements, I will gladly prepare all relevant paperwork needed for your estate plan, which may include any of the following:
Wills & Estate Planning & Estate Administration: A will dictates what happens to your real property and assets after your death. We will take inventory of your assets and discuss any possible disputes within your family and how to avoid them. Where possible, we will also try to minimize taxes and fees that your family may have to pay. Handling the deceased’s estate, whether testate or intestate, and/or assisting and explaining to the estate trustee, step by step, the process and more importantly applying for a certificate of appointment (probate) to the court jurisdiction.
Trusts: Depending on your family and your assets, it may be a good idea to set up a trust. We will discuss different kinds of trusts that you can set up.
Powers of attorney: A power of attorney appoints someone to represent your interests if you ever become incapacitated or unable to make decisions about your own health, personal care or finances. This also allows you to provide specific guidance as to the scope of your representative's responsibilities.
In addition to the paperwork, we will discuss vital issues such as:
Business succession: If you own a business, we will discuss your plans for it after you are no longer running it. This may involve talking about your plans for retirement and possible sale of the business.
Representatives: You will need to choose family members or trusted friends to act as administrators of your estate, or to be given power of attorney over your health or property. We will discuss who to choose and how to inform them of their duties.
In addition to acting on your behalf in the judicial process, I will also make sure that your family is well represented should an unfortunate event arise.