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Estate Planning and ProbateEstate Planning

Many people have a misconception of the term ‘estate planning’ and who it should apply to. Estate planning is not solely for the wealthy and the elderly—many people unintentionally put their children and surviving relatives at great risk by not preparing and maintaining a will that defines:

  • how they wish for their property to be divided
  • who should care for any minor children
  • how money from assets and/or life insurance should be handed down to children
  • your medical care wishes

IF YOU HAVE A CHILDREN YOU NEED A WILL. The goal of all estate planning processes is to save your family money, confusion and heartache in the future, and to give you the peace of mind you need in knowing that your family will be cared for.

Who is going to raise your children if something happens to the both of you? You can answer that question yourself by making provisions in your Will. Otherwise a court will decide.

At the Jackson Donley Law Offices, we start the estate planning process by gathering as much information as we can about your financial situation and your goals. Once we have a clear picture of what you want to accomplish, we will create and estate plan which offers you the best advantage to organize and settle your estate according to your desires. Our goal throughout the process will always be to minimize the tax consequences on your estate while ensuring that your children’s care and finances are handled how you want, and that your property is passed according to your wishes.

Once you have determined how you want to proceed, we will prepare and execute all the documentation necessary to put your plan in place, including :

  • wills
  • trusts
  • powers of attorney
  • living wills and advance medical directives
  • healthcare powers of attorney
  • Terminology and Basic Pricing

If you have minor children or others who would need care in the event of your death, we can help you set up a guardianship to protect their interests.

In addition to the planning part of the process, we work with executors, administrators, personal representatives and heirs, helping you satisfy the requirements to successfully settle the estate of a loved one through the probate process. We can help you get appointed as an executor or administrator, work with you to prepare and file an accounting of the assets of the estate, assist you with the payment of all final debts and taxes of the estate, and oversee the orderly distribution of property in accordance with the terms of the will.