Estate Planning

Estate Planning is the process through which a person sets goals and parameters for how their family members and other beneficiaries will receive assets and be taken care of at the person's death, dependent on many factors (including the personalities of their family members, the value of their assets and the estate tax laws) and then executes the proper documentation to achieve those goals.

Law Offices of Laura A. Lipinski provides a wide range of estate planning services to its clients to achieve their goals. Some clients may need just a basic Will to name guardians for their minor children. Other clients may want a revocable Living Trust to avoid guardianship proceedings if they become incapacitated and avoid probate court proceedings at death. While other clients may own significant assets and need extensive consultation and document structuring for sophisticated estate planning and estate tax savings techniques such as credit shelter trusts, irrevocable life insurance trusts, family limited partnerships and limited liability companies. No matter the size or level of complexity of an estate, a Power of Attorney for Health Care, a Power of Attorney for Property and if desired, a Living Will, are included in a client’s estate plan.

Whatever your estate planning goals are, you will receive personalized counseling directly from Laura through the entire estate planning process, from the initial consultation, to the documentation, through the transfer of assets as necessary to properly implement the plan.

Laura’s Estate Planning services include:

  • Wills

  • Revocable Living Trusts

  • Estate Tax Planning

  • Credit Shelter Trusts

  • Guardian Provisions for Minor Children

  • Irrevocable Life Insurance Trusts

  • Qualified Personal Residence Trusts

  • Powers of Attorney for Health Care

  • Powers of Attorney for Property

  • Living Wills

  • Gift Tax Planning

  • Special Needs Trust planning for Disabled Persons

  • Trusts for Minor Children

man and woman holding hands together with boy and girl looking at green trees during day
man and woman holding hands together with boy and girl looking at green trees during day