Wills & Trusts

Overview

Proper estate planning is essential to ensure your assets are distributed according to your wishes and your loved ones are provided for after you're gone. At Martin Harvey's Lawfirm, we help clients create comprehensive wills, establish trusts, and develop estate plans that minimize taxes, avoid probate delays, and provide peace of mind. Our experienced attorneys guide you through every aspect of estate planning, from simple wills to complex trust structures designed to protect multi-generational wealth.

Who We Help

Families

Parents and grandparents who want to ensure their children and future generations are financially secure and their wishes are carried out.

Property Owners

Individuals with real estate, business interests, or substantial assets who need sophisticated planning to protect and transfer their wealth efficiently.

Business Owners

Entrepreneurs who need succession planning to ensure smooth business transitions and continuity while minimizing tax implications.

Blended Families

Individuals with complex family situations who require careful planning to provide for current spouses, children from previous relationships, and other beneficiaries.

Our Process

1

Initial Assessment

We meet with you to understand your assets, family situation, goals, and concerns. This comprehensive review forms the foundation of your personalized estate plan.

2

Strategy Development

Our attorneys develop a tailored estate plan using appropriate tools—wills, trusts, powers of attorney, and healthcare directives—to accomplish your objectives while minimizing taxes and administrative burdens.

3

Document Preparation

We draft all necessary legal documents with meticulous attention to detail, ensuring they accurately reflect your wishes and comply with all applicable laws and regulations.

4

Execution & Implementation

We guide you through the proper execution of your estate planning documents and assist with implementing your plan, including trust funding and beneficiary designations.

5

Ongoing Review

We recommend periodic reviews of your estate plan to ensure it remains current with changes in your life, family circumstances, and tax laws.

What to Expect

Comprehensive Planning: We address all aspects of estate planning, from basic wills to complex trust structures, powers of attorney, and healthcare directives.

Tax Efficiency: Our strategies minimize estate taxes and maximize the wealth transferred to your beneficiaries through legal tax planning techniques.

Asset Protection: We structure your estate plan to protect assets from creditors, lawsuits, and potential claims while ensuring smooth transfers to beneficiaries.

Peace of Mind: Knowing your affairs are in order and your loved ones will be provided for brings invaluable peace of mind for you and your family.

Frequently Asked Questions

Yes, everyone should have a will regardless of asset value. A will designates guardians for minor children, names an executor, and ensures your wishes are honored. Without a will, state law determines asset distribution.

A will takes effect after death and goes through probate. A trust can be effective during your lifetime, avoids probate, provides privacy, and offers more control over asset distribution. Trusts are often used alongside wills.

Review your estate plan every 3-5 years or after major life events like marriage, divorce, births, deaths, significant asset changes, or moves to different jurisdictions.