Estate Planning and Probate

The Swinton Law Firm has been drafting estate plans for over 18 years. From simple wills and powers of attorney to estate tax avoiding trusts to asset protection, we gladly draft what each client needs.
Estate planning is not about how much money you have. It is about protection. Estate planning protects you and your assets during your life, and it protects those assets and the people you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want.

If you were to die today, are you comfortable everything will be taken care of the way you wanted? Estate planning is legally ensuring things will be handled the way you want by providing sufficient instructions.

Estate planning really is for everyone. It doesn’t matter if you have $40,000 or $400,000. You still have to plan for the future. Whether it’s to name a guardian for your minor children or ensure your children don’t blow through your assets if you unexpectedly die or become disabled.

Estate planning documents can only be drafted by attorneys (unless you draft your own), and an estate plan can be as simple as a will, health care proxy, living will and power of attorney. It can also include a revocable trust, asset protection trusts, multi-generational tax-saving trusts, tax-saving charitable trusts, private family foundations, and many other fact-specific strategies.

Keeping your Estate Plan Current

Once completed, your estate plan should be reviewed and kept current with life events such as birth, death, marriage or divorce of anyone included in your plan. In addition, you should review your plan if there is a significant increase or decrease in your finances or if the laws related to your estate plan change.

The Swinton Estate Planning & Elder Law Firm offers a maintenance program that provides you regular access to us to make sure your estate plan stays current with your wishes, family, finances and law.

Probate

We represent estate executors and trustees to help them perform their duties.

Estate administration includes probating wills and settling trusts. These duties include proving the will, obtaining letters and proper notice, accumulating and protecting the assets, paying the bills, making distributions to the beneficiaries, and officially closing the estate. This may also include completing estate and inheritance tax returns.