Many Reasons to Plan

August 9, 2019 by Michael O'Brien

Each of us will die eventually. This article looks at how planning can make our passing easier for our loved ones. Specifically, this article looks at how planning can maintain privacy for your loved ones.

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Michael O'Brien

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Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.

Anonymous Client Review September 8, 2020

Personal, professional service and follow up. Did what he said he would do at the agreed price.

Paul Client Review September 8, 2020

If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client's specific needs and goals. We offer free, no obligation consultations for any family who has experienced the loss of a loved one.
Steps to Take with a Will
If your loved one had a Will, the family will go through a process called Probate. This checklist outlines the steps to take when a loved one passes away with a Will.
Steps to Take with a Living Trust
If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved one passes away with a Trust.
IMPORTANT NOTE:
Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.

Tom Client Revew September 8, 2020

Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

Jim Client Review September 8, 2020

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

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Steps to Take with a Will

Steps to Take with a Living Trust

IMPORTANT NOTE:

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