Estate Planning
Estate Planning
The Ins and Outs
Estate planning is a way of preparing for the future – both yours and your loved ones. It is a collection of steps that provide the best possible means of protection over your decisions when you have aged or become incapacitated. It is essential to take the time to make these decisions and create a plan now, so that your decisions about how you want your estate to be administered do not fall into the hands of the courts. Our attorneys will conduct a review of any estate planning devices you have currently and can assist you in changing or updating your plan as your life and circumstances change.
As part of our estate planning services, Sommer Law Group, PC utilizes the following devices: Wills, Trusts, Powers of Attorney, Advanced Health Directives and Living Wills, Asset protection and long-term care planning devices
Areas of Work
Guardianship and Conservatorship
Sommer Law Group offers assistance with all aspects of guardianship and conservatorship in court actions and estate administration. Our attorneys can act in the capacity of conservator for adults who need these services. We also assist clients in establishing guardianships and conservatorships to provide assistance to those who are unable to manage their financial and personal affairs.
Sommer Law Group offers assistance with all aspects of guardianship and conservatorship in court actions and estate administration. Our attorneys can act in the capacity of conservator for adults who need these services. We also assist clients in establishing guardianships and conservatorships to provide assistance to those who are unable to manage their financial and personal affairs.
Estate and Trust Administration
Probate is the legal process that includes the distribution of property as directed by a will, paying taxes and creditor debts, property appraisal, and the identification and inventory of the estate. At Sommer Law Group, P.C., our experienced attorneys can help you secure
an executor for your estate, together with taking all necessary steps to ensure that your will is considered valid upon probate. Depending on the contents of your will, the executor of your estate may have to decide whether to liquidate your property or the best means to pay off any outstanding debts that you may have.
By law, when a client passes away, the estate is required to file a Federal Estate Tax Return within a mandatory statutory period.
By law, when a client passes away, the estate is required to file a Federal Estate Tax Return within a mandatory statutory period.
Sommer Law Group, P.C. can assist executors in preparing and filing this tax return. Our attorneys assist the client in determining the
“Fair Market Value” of the assets and will work to minimize the tax through the various available deductions. Furthermore, we may be
able to assist you in your payment options to the IRS so as to make the process as painless and simple as possible.
Will Contests
In a will conflict, the contestant will present evidence or reason why the will is invalid and should not be complied with. Common proof
Will Contests
In a will conflict, the contestant will present evidence or reason why the will is invalid and should not be complied with. Common proof
of an invalid will includes improper signature, lack of testamentary capacity, undue influence, fraud, or a mistake in the will. At Sommer Law Group, P.C., our lawyers will provide you multiple levels of protection against will contests by making sure your estate is securely organized and represents your every intention in regards to how things will be distributed.
Through proper planning, Sommer Law Group, P.C. helps assist clients to predetermine their medical and financial decisions so
as to reduce the burden of difficult choices later in life. Contact our firm for a free initial consultation and review of estate planning documents today.
We handle a variety of issues in order to best serve
you. No matter you're issue, we are here to help!
you. No matter you're issue, we are here to help!