Traveling Estate Planning & Will Attorney Services

Do you or a loved one want to get their Estate Plan or Will drafted but have difficulty leaving your home? The attorney at the Mauro Law Firm will travel to you so that you never have to leave! Call today to inquire about our traveling estate planning services.

Trusts

Trusts are vital components of comprehensive estate planning strategies, offering significant advantages in managing and distributing assets. Essentially, a trust is a legal arrangement where a trustee holds assets on behalf of beneficiaries according to specific terms set by the trust creator, or grantor. Common types include revocable trusts, which allow flexibility in making changes during the grantor’s lifetime, and irrevocable trusts, which provide asset protection and tax benefits but cannot be altered once established. Special needs trusts cater to beneficiaries with disabilities, ensuring their financial needs are met without jeopardizing eligibility for government benefits. Establishing a trust involves drafting a trust document outlining its terms, appointing a trustee to manage assets, and funding the trust by transferring assets into it. Our firm specializes in guiding clients through the complexities of trust creation, helping ensure their wishes are upheld and their assets are safeguarded for future generations.

Wills

A will is a crucial document in estate planning, outlining your wishes for asset distribution and guardianship of minor children upon your death. Whether it’s a straightforward simple will or a more intricate complex will detailing specific bequests and conditions, having a will ensures your intentions are legally recognized. Living wills, on the other hand, focus on healthcare directives, specifying medical treatment preferences if you’re incapacitated. Regularly updating your will is essential, especially after major life events like marriage, divorce, or the birth of children, to reflect current circumstances accurately. Our firm provides expert guidance in drafting and updating wills, addressing common concerns and ensuring your wishes are preserved and legally binding.

Powers of Attorney (POA) / Transfer on Death Deeds / Lady Bird Deeds

Powers of Attorney (POA), Transfer on Death Deeds, and Lady Bird Deeds are essential legal tools in estate planning, each serving distinct purposes. A Power of Attorney grants someone you trust the authority to make financial or healthcare decisions on your behalf if you become incapacitated. This ensures continuity in managing your affairs without court intervention. Transfer on Death Deeds allow you to designate beneficiaries who will inherit specific assets upon your death, bypassing probate. This streamlined process is beneficial for avoiding delays and costs associated with probate proceedings. Lady Bird Deeds, also known as enhanced life estate deeds, enable you to retain control over your property during your lifetime while designating beneficiaries who automatically inherit the property upon your death. Each document requires careful drafting and execution to ensure legality and effectiveness according to state laws. Our firm provides expert guidance on these estate planning tools, addressing legal considerations and tailoring documents to meet your specific needs and objectives.

CONTACT US TODAY TO LEARN ABOUT OUR WILL BUNDLES

Passing away without a Will can leave your family grappling not just with the emotional turmoil of loss, but also potential disputes regarding the distribution of your estate. Allow Mauro Law Firm to prevent such uncertainties, ensuring that the allocation of your estate is conducted per your wishes and directives.