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Estate Planning

Estate Planning

“Planning is bringing the future into the present so that you can do something about it.” Alan Lakein

Facing our own mortality is an unsettling experience of our lifetime.  The prospect of dying or leaving loved ones behind, while not pleasant, is unavoidable.  We believe that advanced planning is the best measure to reduce these fears.  A good plan provides peace of mind. This makes the transition your family will endure much easier.  Our goal is to use every tool at our disposal to counsel you through the planning process and meet your goals.   Contact us today so we can help you grow and plan your legacy.

Services:

Will and Simple Estate Plans

$500 (per person) Essential Estate Plan - Includes a Simple Will, Power of Attorney, and Healthcare Power of Attorney for individuals or couples.

Trusts

Trusts are a flexible yet complex way to protect your assets, avoid probate and potentially bypass some estate taxes. They are an excellent tool for asset protection, preservation, and allocation strategies. We dedicate significant time to your personal situation to determine your needs, whether it is a revocable living trust, credit shelter (family trust), dynasty trust, qualified personal residence trust (QPRT), or any other variant. You can Trust us to plan your future.

Powers of Attorney

Having a General Power of Attorney in place protects and allows your interests to continue as normal should something catastrophic occur without having to go to court for the appointment of a guardian. As your Agent, the person must act and protect your best interest. Like walls on your house, a POA protects against the unpredictable nature of life and adds security.

In the simplest of terms, a Healthcare POA and Living Will serve as your last line of defense in crisis situations. The Healthcare POA gives your Agent the power to make health care decisions that are in your best interest should you become incapable of doing so for yourself.

Estate Administration and Probate

Our probate services include:

  • Probating the will

  • Petitioning for Letters of Administration  

  • Administering the estate

  • Resolving disputes between beneficiaries

  • Paying outstanding debts and taxes

  • Distributing assets according to the will or intestacy statutes

Life Insurance Matters

Analysis of current policies and plan development based on your individual needs.

At The Skeen Firm, we understand that estate planning and probate can be complex and emotional. That's why we are committed to providing compassionate and personalized service to each of our clients.

If you're looking for estate planning or need assistance with probating a loved one’s estate, contact us today to schedule a consultation. We can help you plan for the future and ensure that your wishes are carried out.