The Law Firm of Mikesell & Mikesell strives to ensure that your wishes are carried out in such a way that it minimizes the amount of inheritance tax to be paid out of your estate. Each individual’s estate plan is unique to their particular situation. There is no “cookie cutter” version that works for all individuals and families. Sitting down with an attorney having years of experience in this area will enable your wishes to be transformed into legal documents that will assist in the transfer of your remaining assets upon your death. To do so, we would sit down, in person, with you and/or your spouse and discuss the extent of your estate and formalize a plan that will accomplish your wishes through the drafting of various legal documents such as a Last Will and Testament, Trusts, Power of Attorney and/or a Living Will (Advanced Medical Directives). We need to know the extent of your current and anticipated estate assets such as: real property owned, bank accounts, certificates of deposits, other financial investments, stocks, bonds, annuities, retirements accounts etc. We also would need to know how your accounts are held (i.e. individually, joint tenants with right of survivorship, in trust for etc,) With this information, we can formulate a plan that will accomplish your goals and wishes and minimize your estate tax burden through drafting of various legal documents tailored to fit your unique life’s situation. Call for an appointment to sit down and discuss your estate planning today.
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