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  A trust is a legal entity with separate and distinct rights, it is similar to an individual or corporation. In a trust, a party known as a trustor gives another party, the trustee, the right to hold title to and manage property or assets for the benefit of a third party, the beneficiary. Trusts can be established to provide legal protection for the assets of the trustor to ensure they are distributed according to the grantor’s wishes. Additionally, trusts can save time, reduce paperwork, and sometimes reduce inheritance or estate taxes  

 A last will and testament is a legal document that identifies a person's final wishes pertaining to their assets and in cases of children under age, who is to be the guardian of the children. It provides specific instructions about what to do with their possessions. It will indicate whether the deceased leaves them to another person, a group, or wishes to leave money to charity. 

 The healthcare directive, also known as an advance directive, is a legal document that allows individuals to outline their preferences for medical care and treatment in the event they become unable to make decisions for themselves due to incapacitation or life threating conditions. These directives ensure that a person's medical wishes are respected when they cannot communicate them directly, Usually, the healthcare directive is accompanied by a healthcare proxy.  

Power of Attorney (POA) is a legal document that grants a designated individual, known as the agent or attorney-in-fact, the authority to manage the financial affairs of another person, called the principal, Usually, this is established for when the principal is unable to manage their own finances due to incapacity or absence. This document allows the agent to make various financial decisions and handle transactions on behalf of the principal, ensuring their financial needs are met during times of need.   

 An estate plan outlines how assets will be managed and distributed after your death or during periods of incapacity. It's a comprehensive process including legal documents like wills and trusts, as well as strategies for managing your finances and healthcare preferences during your lifetime if you become unable to do so.   

We provide comprehensive estate planning services, from a simple trust, will, healthcare directive, and power of attorney to complex trusts that can account for generation's, to ensure that your assets are distributed according to your wishes.

Let Estate Planz introduce you to the right attorneys that can assist in navigating a complex probate process and ensure that loved one's estates are properly administered. 

There are a few types of Trusts that can protect assets from creditors, lawsuits, and other potential threats, that will provide peace of mind. Having the right attorney to work with that takes time to understand the needs is important to success of the plan.  

Litigation can be stressful and costly. Having the experienced legal team to represent in court disputes related to estates and trusts, including will contests, trust disputes, and fiduciary litigation. Let us introduce you to the right attorney for your needs.

Estate Planz has partners with experienced legal teams and accounting teams to assist clients in minimizing their estate tax liability and preserving their wealth for future generations. Taxes can burden some families that do not plan properly. We can help in getting your family prepared.

Some are looking to give their estate / assets to charitable foundations that they believe in. Our network of attorneys will look into the options you have to maximize the impact of their charitable giving through effective estate planning and charitable trusts.