Estate Planning

There is no doubt, you have worked hard to provide for your family, your loved ones, and the charities and causes you seek most to sustain. What happens if you die or become incapacitated? Who will take care of your family? Will any more charity be given to your favorite causes? Who has the power to make medical decisions for you? If you have never had any estate planning done, you may be surprised with the answers to these questions.

Recent polls suggest that over half of Americans do not have wills. For those that do not have wills, the state has decided what happens to your property. For those that have had a will drafted in the past, but not updated recently, you may be giving money to ex-spouses, cutting out recently borne children or leaving out favorite charities that you were not involved in a few years ago. The same is true with health care directives, without one, your family could be embroiled in lengthy and emotionally draining battles should you become incapacitated.

The best way to make sure that these issues are taken care of, is to do so before it is too late. At Daniels & Wymore, PLLC, we understand the needs of families, from ones of great means, to ones of lesser means. The needs are the same and they are safety, security, and love for those you will leave behind. Some of the estate planning we help families with includes:

Adversarial Probate and Will Contests
Business Succession Planning
Estate and Trust Administration
Disclaimer Wills
Marital Wills
Revocable Living Trusts
Irrevocable Life Insurance Trusts (ILITs)
Family Limited Partnerships (FLPs)
Qualified Personal Residence Trusts (QPRTs)
Qualified Domestic Trusts (QDOTs)
Grantor Retained Annuity Trusts (GRATs)
Intentionally Defective Grantor Trusts (IDGTs)
Charitable Remainder Unitrusts (CRUTs)
Charitable Lead Annuity Trusts (CLATs)
Private Family Foundations
Special and Supplemental Needs Trusts
Financial Powers of Attorney
Beneficiary Designations for Life Insurance and Retirement Plans