The Law Office of Heather Miller provides customized service to each and every client. One client may need a basic will or living trust, another an irrevocable trust that minimizes or eliminates estate tax. No two clients are alike and it is Heather’s goal to work with individuals and families to meet their every need. Estate Planning is beneficial for clients of all ages and financial situations.
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AVOID PROBATE
A typical package includes a Living Trust, Pour Over Will, Durable Power of Attorney, Health Care Directive, HIPAA, Assignment of Real and Personal Property, plus Nomination of Guardian and Marital Property Agreement, as needed.
A Living Trust allows you to control your assets while you are living and then passes those assets on to your beneficiaries without probate proceedings. Probate is expensive and time consuming.
A Pour Over Will catches any extra assets and pours them into your trust.
A Durable Power of Attorney allows your designated agent to control your finances and make appropriate financial decisions for you during incapacity.
A Health Care Directive allows your designated agent to make medical decisions for you in accordance with your stated desires during incapacity.
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ADVANCED PLANNING
Minimize or eliminate federal estate tax and plan for other scenarios with Tax Planned Living Trusts, Irrevocable Trusts, Special Needs Trusts, Gift Planning, Estate Tax Return, Business Planning, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, LLCs
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ADDITIONAL ESTATE SERVICES
- Probate (legal process that takes place after someone dies without a trust)
- Trust Administration
- Conservatorship
- Guardianship
- Stand-Alone Documents
- Amendment and Restatement of Current Estate Documents