Estate Planning Law
Estate Planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.
Hawbecker & Garver, LLC has the experience and support necessary to properly advise in estate planning. Whether it is a simple will and powers of attorney or a complex trust and asset protection strategy, our attorneys will provide the advice and guidance necessary to accomplish any estate planning goals.
Each and every estate plan is a personalized process. Some clients find that a basic will is appropriate for their circumstances, while others are concerned with avoiding probate, a lengthy and costly legal process that oversees the transfer of assets, while yet others are concerned with avoiding estate tax. No matter the goals, Hawbecker & Garver, LLC will work to insure that these goals are met.
Estate Planning Binder
All of our estate planning clients receive an Estate Planning Binder this binder includes the following:
Copies of all estate planning documents;
Instructions to trustees, executors, and loved ones on the administration of the estate plan;
The client's memorial wishes;
Schedule of Assets section to assist loved ones in locating assets after a client's death;
Instructions on maintaining the estate plan;
Guidelines for loved ones to follow after the client's death; and
Instructions to loved ones regarding the disposition of tangible personal property.
Client Care Wallet Card
All of our estate planning clients receive a Client Care Wallet Card. This wallet card includes the client's member # (username) for access to our online client document vault (where they can find digital versions of their estate planning documents), funding information for assets to be funded in the name of their trust, emergency contact information, and other useful medical information.