At Niehaus Law Office, we assist our clients in choosing the most beneficial estate planning tools for their circumstances. For almost all clients, a Will, durable power of attorney, and health care power of attorney/living will are essential. For some clients, a trust proves to be a beneficial estate planning document as well.
We educate our clients about the available estate planning tools, and help them make the best and most practical decisions for their circumstances. We also inform our clients about the difference between probate and non-probate assets and offer suggestions for how they might be able to reduce probate court involvement for their estate when appropriate.
All of our estate planning recommendations take tax consequences into consideration. By following our advice, our clients can make advantageous decisions when titling, spending, or transferring their assets, at times saving substantial funds for themselves and their beneficiaries.
What to bring to your first estate planning meeting:
- Completed Schedule of Assets Form (choose one of the following forms (PDFs)):
- Completed Information for Legal Documents Form (PDF)
- For new clients, a completed Client Intake Form (PDF)
- Any legal documents you currently have
- Deeds to any real estate