The Law Office of Amber L. Niese, LLC can help you come up with an estate plan that will meet your individualized goals and help you plan for the needs and opportunities of you and your beneficiaries. There is no one-size fits all estate plan. As part of each estate plan, Amber reviews and discusses each client’s wishes, intended beneficiaries, asset situation, the difference between probate and non-probate assets, cost reduction techniques associated with estate administration, the importance of updating beneficiary designations, the gift/estate tax implications of your intended plan, and explains your available options in a thorough but understandable manner.
Some of the documents that can be prepared and customized in connection with an estate plan include, but are not limited to, the following:
Last Will & Testaments;
Third Party Wholly Discretionary Trusts (sometimes also referred to as supplemental needs trusts);
Financial Powers of Attorney;
Healthcare Powers of Attorney;
Declaration for Mental Health Treatment;
Appointments of Representatives for the Disposition of Bodily Remains; and
Furthermore, having young children herself, Amber understands the importance of structuring a well-thought out plan for minor children through naming guardians and trustees in the event of a parent’s untimely disability or death and structuring limitations on when and how your assets can be distributed to your children. Additionally, Amber understands the critical importance of estate planning for families with special needs beneficiaries, including the use of trusts and the nomination of guardians if necessary.
Whether this is the first time you have ever thought about planning your estate or if you already have an estate plan and would like a comprehensive review to determine if your plan still comports with your goals and current law, contact the Law Office of Amber L. Niese, LLC to schedule an initial appointment over the phone or in person. After you contact the office to schedule an appointment, you will receive a checklist/questionnaire that will aid you with gathering some of the information needed to plan your estate and make the initial appointment as efficient as possible.