Estate Planning

Estate Planning is the process through which a person sets goals and parameters for how their family and other beneficiaries are to be take care of at his or her 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 guidance and 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 regarding 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 your estate, a Power of Attorney for Health Care, a Power of Attorney for Property and if desired, a Living Will, are discussed and included in a client’s estate plan.   Whatever your estate planning goals are, you will receive personalized counseling through the entire estate planning process from the initial consultation through the transfer of assets necessary to properly implement  your 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
  • Charitable 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