Estate Planning Practice at Albertson Law Group, P.S.

What is Estate Planning?

In essence, Estate Planning concerns the establishment or continuation of a tradition.  In old Roman law, “traditio” meant a way of transferring the ownership of private property.  This tradition involves the accumulation, conservation and distribution of assets.  Your “estate” is both the real and personal property which you own, and your stance toward that property.

Proper Estate Planning is much more than mass producing Wills and probating estates.

Estate Planning is a process in which professionals, including an attorney who concentrates his or her practice on Estate Planning, spends significant time with you, asking specific questions, in order to understand your needs, your concerns and the objectives for your estate.

Whether it is merely the use of Wills and community property agreements, or more sophisticated planning techniques, proper Estate Planning fulfills these basic goals:

Here is what I want to accomplish: I want to be the one in control of my estate as long as I am able. If I ever become unable to manage my estate, I want to be the one who designates the person to manage my estate for me, without court intervention.  Following my death, I want things to be as easy on my loved ones as possible.  I want my estate to pass to the people and organizations that I designate, in the way I want.  I want to avoid conflict over the administration of my estate, and, finally, I want there to be an absolute minimum of estate taxes, delays, court costs and attorney fees possible in the process.

A proper Estate Plan, then, is something very personal, and no two plans will be exactly the same for any two people.  A proper Estate Plan should be focused on you and your goals, ambitions, hopes and circumstances.

Quality Estate Planning Services

Comprehensive and Top-Quality Estate Planning Strategies

Our attorneys are knowledgeable and capable in every area of estate planning and produce top-quality documents, from simple wills to complex trusts.  Because we are client-centered, you can be assured that each document we prepare is reflective of your individual needs and concerns, and is not drawn up in a “cookie-cutter” fashion where one size fits all.

At Albertson Law Group, P.S., we offer the most up-to-date and highest quality legal expertise in all facets of Estate planning, including:

· Revocable Living Trusts

· Wills and Community Property Agreements

· Durable Powers of Attorney for Finances and Health Care

· Estate Tax Planning

· Irrevocable Trusts

· Charitable Remainder Trusts

· Planned Giving Consultations

· Family Limited Partnerships and Limited Liability Companies

· Asset Protection Planning

· Business Succession Planning

· Premarital Agreements

· Estate Tax Return (Form 706) Preparation

· Disability Planning

· Mediation and Arbitration of estates

· Probate

· Estate Administration

Personalized Service

Our attorneys and paralegals are very responsive to your individual concerns and questions.  As a client, you will receive dedicated attention from your attorney and our highly qualified staff.

Estate Planning Evaluation

Because of our belief that quality estate planning is dependent on a close working relationship between you and your advisors, we offer a one hour no cost or obligation initial consultation with the attorney of your choice.  During this time, we will review your current planning, if any, and the nature and extent of your assets, listen to your goals and concerns, and educate you on the various options you may have for structuring your estate plan.

Our Fees for Estate Planning

We rarely charge by the hour for our estate planning services, and will quote you a flat fee for our work at the end of the initial consultation.  It is important to us that you know up front what the final charge will be for our work.  We charge a flat fee because we believe that knowledgeable clients make great clients, and we want you to be able to call and ask questions without the concern of being charged separately for that time.