Brookfield Estate Planning Attorney

Trusts – Wills – Probate – Powers of Attorney

Probate

Probate is a public judicial process whereby a court supervises the administration of a deceased person’s estate. In a probate, the court authenticates the will, approves the appointment of the personal representative and oversees the distribution of the decedent’s assets according to the terms of the will.

Power of Attorney

A power of attorney is a legal document that appoints someone to act on your behalf while you are still alive. Health care powers of attorney appoint someone to make health care decisions for you should you become incapacitated. Financial powers of attorney appoint somone to manage your finances.

Trusts

Trusts are the most flexible estate planning tool. A trust is a legally created entity designed to hold and distribute assets to its beneficiaries. Trusts are commonly used to avoid probate, minimize or eliminate estate taxes and provide for minor beneficiaries and/or those with special needs.

Wills

A Last Will and Testament is the most basic estate planning tool. It is a legal document that states how your assets should be distributed after your death. If you have minor children, it can also appoint their guardian. If assets over a certain monetary value are transfered by a will, a probate is required.

Secure Your Legacy. Protect Yourself. Provide For Your Loved Ones.

Having an Estate Plan is an important part of life, regardless of age or wealth. Nobody wants to think about death, dying or becoming incapacitated, but an effective Estate Plan ensures your affairs are in order when it matters most. This includes protecting the quality of your life while you are still alive and providing for your family after your death. A Brookfield Estate Planning Attorney can help you accomplish these important goals.

Our goal is to craft an Estate Plan unique to your situation, protecting your legacy, providing for your family and ensuring the right people have the power to act on your behalf and on behalf of your loved ones while you are alive and after your death.

What is an Estate Plan?

An estate plan documents your wishes for the management and distribution of your assets and property during your life and after death.

PROTECTS YOU DURING INCAPACITY

Most people think estate plans only address what happens with your assets after you die, but a comprehensive estate plan provides you with the ability to chose who will have the authority to act on your behalf with respect to your finances and health care decisions if you become incapacitated and the extent of the authority those persons have to act on your behalf.

YOU CONTROL WHO WHAT & WHEN

A comprehensive estate plan allows you to choose who will be the guardian of your children, who will receive your assets after you die and who will be responsible for distribution of those assets. It allows you to chose which assets your beneficiaries receive and when they receive them.

PROBATE AVOIDANCE

Probate avoidance has become a popular estate planning goal. Probate is public and can be costly, time consuming and a hassle for the loved ones you leave behind. A comprehensive estate plan can avoid probate, simplifying the transfer of assets upon your death.

TAX PLANNING

A comprehensive estate plan can help you minimize or even eliminate estate taxes and assist you in transferring as much of your property as possible with as minimal tax upon your heirs as possible.

Estate Planning Without The Stress

Many people think Estate Planning is a daunting and stressful ordeal. It doesn’t have to be. At Carroll Estate Planning, LLC, we start the process with a free casual conversation.

You won’t need to complete a lengthy questionnaire requiring you to disclose your private personal and financial information. You will simply need to give us a general idea of your assets, family situation and wishes.

From there, we will discuss your options and, when you are ready, prepare a comprehensive Estate Plan specifically tailored to your needs.

Schedule your FREE Consultation Today! Give us a call at (262) 432-7301
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