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TRUSTS & ESTATES
PERSONALIZED AND THROUGHTFUL ESTATE PLANNING SERVICES
At Ishman Law Firm, we work with our estate planning clients in a different light and capacity than most law firms.
We believe estate planning is dynamic. Creating an estate plan is a family and wealth planning objective that must be revisited often and amended when family, life and wealth goals and objectives change.
We know that there is no one size fits all estate plan as every individual and family is different and has different objectives.
Thus, we spend time to get to know you, your family and partner. Our time together is personal and we promise you will be satisfied with your extremely customized experience.
The goal of our estate planning system is to provide caring advice on how to transfer wealth from one generation to the next while meeting your unique family, life and wealth goals. Of course, we do save families from excessive taxes as well as the expense, time and stress of court ordered decisions through probate.
OUR ESTATE PLANNING SERVICES
Our estate planning services are based around client goals, satisfaction and long-term relationships. We take the time to get to know you and your individual, family goals and wealth goals. We then work with your unique situation in creating a comprehensive and custom estate planning for individuals, families and domestic partners.
Typically, an estate plan includes a revocable living trust, pour-over will, financial power of attorney, health care power of attorney, advance health care directive/living will and a HIPAA release. We also often times create an irrevocable life insurance trust for life insurance proceeds and custom tailored lifetime trusts for your children and/or grandchildren.
We look forward to and take great pride in helping you and your family create a customized estate plan. Please contact us for a consultation where we will further discuss your family, life and wealth goals.
Our full estate planning services include the preparation of a series of the following documents:
- Revocable and Irrevocable Family and Individual
Trusts - Pour-Over Wills
- Health Care Power of Attorneys
- Irrevocable Life Insurance Trusts (ILIT)
- Grantor Retained Annuity and Income Trusts
(GRAT & GRIT) - Time Share Time Share Trusts
- Planning for Affluent Families
- Planning for Blended Families
- Conservatorships
- Estate Administration
- Health Care Living Wills (Advanced Health Care Directives) & HIPPA releases
- Gifting programs and Charitable Trusts
- Pet Trusts
- IRA Trusts
- Financial Durable Powers of Attorneys
- Trusts for Same-Sex Partners
- Special Needs Trusts
- Alzheimer's Planning
- Guardianships
- Probate, although we generally work to avoid probate
Contact Ishman Law
If you would like to do business with a law firm with this philosophy, then please contact the Ishman Law Firm via email or telephone at (919) 468-3266 to schedule a free initial telephone consultation.