Estate Planning Legal Services
The purpose of estate planning is to facilitate the transfer of your property after your death, plan for gifts to family, friends, and charities, plan for illness or incapacity, and reduce the tax burden on you and your family. There is no “one size fits all” when it comes to an estate plan. Whether you need a “Simple Will” or an estate tax avoidance trust, your estate plan should be customized to meet your needs and desires.
Bethany C. Warner & Associates will meet with you to learn what people and organizations are most important to you. We will carefully analyze your assets to develop a customized estate plan that meets your goals. We can also assist you to plan for a loved one with a special need or for long-term care. If you are charitably inclined, we can advise on charitable bequests and gifts through community and private foundations. Bethany C. Warner & Associates can help you plan for the succession of your business as well so that the business you worked hard to build will be in able hands in the event of your death or incapacity.
Bethany C. Warner & Associates stands ready to serve you with compassion when the time comes to administer your family member’s estate or to assist if you become a Personal Representative or Trustee. We encourage you to make an appointment to discuss your estate plan with us today. You will appreciate the peace of mind knowing that you have planned ahead for those you love.
From Our Clients
Bethany C. Warner & Associates helped me and my late husband update our Estate Plans, and was there in our time of need, and helped me with Trust distributions. The law firm takes the extra time and provides the help that is needed in order to make sure that I understand the legal documents and their effect.