Estate Planning

Jones Law Firm, PC can tailor plans to your specific needs, providing the right features to safeguard your loved ones without including unnecessary complexity or provisions that you simply do not need. We educate you about your options so that you can make informed choices and understand the impacts today and in the distant future.

Protection for Loved Ones

Our team can build your plan around a will or trust to ensure that your property will pass to loved ones in the way that you intend. If you have minor children, your will can include guardianship nominations and a testamentary trust to provide for physical care and financial management for your children if the worst should happen.

We can create a revocable living trust to allow your property to pass to loved ones directly without the delays and expense of probate. We can create other types of trusts to protect assets for an individual who needs assistance with money management, or even care for a beloved pet. We work to ensure that aspects of your plan coordinate together and are optimized to function at peak efficiency.

Protection for Yourself

Do you know what would happen if an accident or illness caused you to lose consciousness or restricted your ability to communicate? Your loved ones might be powerless to help manage your affairs, and they might not even be able to obtain information about your condition because of privacy laws. The right estate plans can protect you from this type of disaster.

We can create a durable financial power of attorney to authorize someone you trust to manage financial matters while you are incapacitated. Our team can also create a variety of health care documents including a durable medical power of attorney for health care decision-making, an advance directive or living will to let doctors know your preferences for treatments if you are unable to communicate, and a HIPAA authorization release to enable health care professionals to communicate with loved ones. The right planning documents give you a voice when you are unable to speak for yourself, enabling your preferences to be followed no matter what happens. Planning ahead can also prevent the need for costly guardianship procedures in the future.

Much More Than Documents

Our team prepares a wide array of documents to help clients achieve their goals, but the documents are merely tools, and your estate plan may include many other strategies as well. We take the time to understand the details of your situation and develop plans to account for everything. For instance, to enable you to transfer property to your loved ones quickly and easily after your death, your plan might include a combination of beneficiary clauses, ownership changes, a revocable trust, and a pour-over will so that nothing is left out.

Estate planning tools we can prepare for you include:

• Wills
• Trusts
• Financial power of attorney
• Advance directives/living wills
• Medical power of attorney
• HIPAA release
• Transfer deeds
• Guardian and conservator nominations for children
• Name changes
• Schedule of assets

We can help you assess needs, explain your options and the ramifications of different choices, and craft a plan that is specific to your situation.

Feel Confident Today Knowing that You are Ready to Face Whatever Tomorrow May Bring

While no one knows exactly what will happen in the future, we do know that things are changing all the time, and it is important to be prepared. The right estate plans can keep you in control and keep your loved ones protected.

If you have not yet started planning or it has been a few years since you reviewed your plans with an estate planning attorney, now is the time to schedule an appointment to ensure that you will be ready in case of an emergency. Let the team at Jones Law, PC take the right steps toward full protection.