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Estate Planning

Estate Planning

Estate planning isn’t about death or dying; it’s about life and living. It’s about more than just preparing your financial assets or drafting a will. An estate plan provides peace of mind and security for your loved ones. It ensures your beneficiaries have the tools and information they’ll need to care for you if you’re incapacitated and a plan for your assets after your death.

Setting up your healthcare directives, establishing a plan for any charitable giving, or protecting your children should something happen to you, are just some of the pieces involved.

Why Estate Planning Matters

1. Protect Your Loved Ones:

Ensure your family is equipped
with the essential tools to be
supported and well-prepared
for life’s uncertainties.
2. Simplify Complex Decisions:

Create a clear strategy with a
revocable trust, will, or powers
of attorney to make sure your
wishes are executed smoothly.
3. Plan for Every Phase of Life:

Address all stages of life, from
incapacity to end-of-life, by
equipping trusted individuals
with the authority and
information to act on your
behalf.

Estate Planning Services Tailored to Your Every Need

Each person’s situation is unique, and so is their estate plan. Our services are designed to cater to your specific needs, ensuring that every detail aligns with your goals. Whether you need a will or a complex trust arrangement, our expert team is here to guide you through the process with tailored solutions.

Revocable Trusts

A revocable trust is like an instruction book for your assets, you indicate who is in charge and gives them details about asset distribution. It allows you to manage your assets while you’re alive and transfer them smoothly after you pass. This flexibility helps your family avoid probate by keeping complex decisions and asset transfers private and not controlled by a public court process.

See more about our Revocable Trusts services.

Wills & Powers of Attorney

Together, a power of attorney, living will, and last will and testament can help you safeguard your healthcare, financial decisions, asset distribution, and guardianship, ensuring your loved ones are protected. Each document serves a separate function and can work together as part of a comprehensive estate plan.

See more about our Wills & Powers of Attorney services.

Asset Protection

Kiselstein Franckowiak Law Group can craft your estate plan to protect your children’s inheritance from lawsuits, creditors, passing to their spouse from divorce, bankruptcy, loss of government benefits, and even payment of future estate taxes. This type of asset protection planning is done by establishing a Personal Asset Trust℠ (PAT) inside of your revocable living trust. It is drafted to be flexible and to adapt to a beneficiary’s changing life stages or personal situations.

See more about our Asset Protection services.

Special Needs Planning

Special needs planning involves ensuring that any money or assets given to individuals with special needs can be effectively managed, not reduce or disqualify their government assistance, while still providing them with a high quality of life. Through special provisions or a special needs trust (also known as a supplemental needs trust) your loved one will be protected and still have the ability to pursue hobbies, recreation, and all the things that make them happy.

See more about our Special Needs Planning services.

Business Estate Planning

As a business owner, estate planning is crucial for succession planning and tax prevention, keeping your company running after you’re gone. Whether you have multiple owners or are a solo owner, we can help you protect your business’s future.

See more about our Business Estate Planning services.

Complex Trusts

A complex trust can accumulate income, distribute principal, and make charitable distributions. At Kiselstein Franckowiak Law Group, we guide you through the complexities of trust planning, navigating the tax intricacies and details with patience.

Think of it as a little preparation up front for long-lasting peace of mind. It’s really the best gift you can give your family.

See more about our Complex Trusts services.

Take the next step

We'd love to help simplify estate planning.

Free Consultation
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