Estate Planning

Creating an estate plan is an essential part of ensuring that your loved ones are taken care of after you are gone. Our estate planning services offer you the peace of mind that comes with knowing your affairs are in order and your family’s future is protected.

Personalized Plans

At Casal & Moreno we understand that every client has unique needs and goals. That is why we work closely with you to create a customized estate plan that reflects your wishes. Our experienced attorneys will guide you through the entire process, answering your questions and providing you with the information you need to make informed decisions.

Did you know that 71% of Americans
do not have an up-to-date will?

Our estate planning services include:

  • WILLS
  • TRUSTS
  • POWERS OF ATTORNEY
  • HEALTH CARE DIRECTIVES
  • ESTATE AND GIFT TAX PLANNING
  • SUCCESSION PLANNING
  • FAMILY LIMITED PARTNERSHIPS
  • PLANNING FOR FOREIGN NATIONALS

Additional Forms

There are also advance directives, such durable powers of attorney, living wills, and health care surrogate designations, that an estate planning attorney can help you put in place. These legal documents are tools by which you can designate another person to make important decisions. Medical and financial decisions can be made on your behalf. This can be the case if you are unable to make decisions for yourself in the future. The agent or attorney-in-fact is in charge of certain duties not handled by wills or trusts. These duties include:

DURABLE POWER OF ATTORNEY

A durable power of attorney is a unique power of attorney in that it remains effective if a person becomes incapacitated. This is accomplished by specific language within the document that provides for the survival of the power. These documents are used by the attorney-in-fact to handle decision making for the incapacitated person. Durable powers of attorney are a good tool to try and avoid a guardianship case.

LIVING WILLS

In order to specify your wishes for care in the event of an end-stage condition, terminal condition, or permanent vegetative state, a living will must be established. This document allows you to state whether or not you wish to have life-prolonging medical procedures administered if you are somehow incapacitated. Living wills can help remove trauma and stress for loved ones who may be left to make those decisions without your guidance.

HEALTH CARE SURROGATE DESIGNATION

This document allows you to choose someone to make medical decisions for you in the event you cannot make those decisions yourself. This document is limited to health care decisions only.

Whether you need a simple will or a
comprehensive estate plan, we’re here to help.

Contact us today to schedule a consultation with one of our experienced attorneys and start protecting your family’s future.