My mission is to be my client’s essential and trusted advisor , helping them make smart estate planning decisions through uncompromising integrity, trust and personal service”
Comprehensive Estate Planning
“ Control Your Own Destiny or Someone Else Will” By Jack Welch
The best way to control your destiny and the future of your love ones is by taking contro of your assets and wealth and ensuring it is passed on according to your wishes and designations.
The Living Trust/s in combination with A & B Trusts as well as Pour-Over-Wills and the use of LLC’s and other entities are the cornerstones and the preferred entities used to insure You leave your hard earned assets and treasures to your heirs and dearest to you.
A Will certainly directs to whom your property will be inherited and distributed to, including any charities to which you may wish to leave your wealth. The drawback, A Will has, is that it must go through, Probate Court before your assets, property and treasures are distributed to your beneficiaries. Additionally, Probate makes the substance of your Will and assets a public matter.
A Living Trust, is a substitute for A Will, it is private document/s by which you hold your property as your own Trustee. Through the use of a Living Trust/s, upon your death, the property is transferred to your beneficiaries without any kind of court proceeding.
Generally, a Comprehensive Estate Plan, will consist of:
1. A Will
2. Revocable Trust & A & B Trusts in the case of Spouces
3. Power of Attorney For Financial Matters
4. Advance Health Care Directive (For making Medical Decisions)
5. Certification Of Trust
6. Property Agreements
7. & Asset Transfer Documents
In your Comprehensive Estate Plan, you will have the opportunity to name the Executor and Trustee who will administer your estate after you pass away, you can also name the people who you wish to be the Guardians for your minor children. More importantly, a comprehensive estate plan will avoid Probate as well as the need for a Conservatorship.
During our free initial consultation, Attorney Laura E. Claveran, will meet personally with each client to review and discuss the client’s wishes, nature and extent of the client’s assets, in order to determine what type of Comprehensive Estate Planning is best suited for each client/s. Attorney Laura Claveran will also advise clients on different methods of avoiding Probate, eliminating and reducing estate tax, [ this may require referral or working in conjuction with a selected financial specialists or CPA ], and setting up necessary programs and legal entities to compliment the Comprehensive Estate Plan. Additionally, Attorney Laura Claveran will provide you with a free Estate Plan Binder or Binders in fact>>>>>>>>>
Winter – Spring Special
For those families and client who sign up for a Comprehensive Estate Planning consultation and retain Claveran Law Firm to draft and create a Comprehensive Estate Plan, the clients will receiveFREEE a distinguished Estate Plan Organizer.