Estate planning allows you to provide for your family by creating a will, establishing a power of attorney or living will, making funeral arrangements in advance, and more. If you’re ready to begin the estate planning process, you need the help of an attorney with the knowledge to protect the interests of you and your loved ones. That’s where James R. Stein, L.C. comes in.
Is your estate plan dangerously obsolete?
If your Will or Trust was made years ago, it may no longer be right for you. Your situation might not have changed, but the tax laws have. If your current plan calls for "A/B" trusts, or marital and credit shelter trusts, and you don’t have anything like $5 million, you won’t like how it plays out when one spouse dies. Call me, and I’ll explain the problem to you.