For Everything that Happens in Life
Marriage, having children, health changes, retirement – each family has unique life stories and experiences. But, we all end up with the same goal: looking out for the people we love.
A tailored estate plan helps you feel secure about the important decisions you make for your family. We provide you a purposeful planning method that meets your circumstances and gives clarity on the best path for you. At GenTrust Law, we believe you should understand and feel good about your estate plan.
Estate planning protects your kids and ensures a secure future, free of worry.
For families with young children, estate planning is about much more than “who gets your stuff” when you are gone. Who will take care of your kids? Who will be responsible for their finances? Can they continue to live in your house?
Each family’s circumstances are different. We keep our process simple and clear, so you feel confident in the important decisions you make for your family.
Learn what tools will protect what you’ve spent a lifetime building.
You worked hard to get here! Learn what legal tools best suit your estate planning needs.
- How do you give to kids, grandkids, and charities?
- What can you do to reduce tax burdens associated with gifting property, retirement accounts, or other valuable assets?
Retirement is an exciting time full of change. Learn how GenTrust Law can make an estate plan you understand and feel confident about.
Continue to support your child as they move into adulthood.
Your 18-year-old is legally an adult – but they probably still need your help scheduling doctor’s appointments and visiting the bank. Continue to support your adult child with these simple documents:
- A Financial Power of Attorney gives you permission to make decisions on financial matters, pay bills, and make investments on your child’s behalf.
- A Medical Power of Attorney allows you to make medical decisions for your child if they cannot make their own.
- HIPAA Authorization gives medical professionals permission to speak with you about your child’s health and the care they receive.
Schedule a time to speak with GenTrust Law about the tools your child needs as they transition into adulthood.`
Create an estate plan that keeps up with you.
Law changes, divorce, incapacity. We don’t usually expect these things to happen, but a great estate plan allows you to retain control when life surprises you.
Who will make healthcare decisions for you if you can’t, and what special wishes do you want them to know? When you die, who gets your money, house, or pets?
Learn with us how to create an estate plan that covers what’s important to you. Or, come in for a free audit of your existing estate plan to talk about any updates you want to make.
Give your family the gift of a secure future.
Getting married? Congratulations! If you’re blending families, you should have clarity around inheritance and other financial matters. Every couple is different and working through the details now helps preserve your family’s relationships and builds a secure future for everyone involved.
Start the conversation today so that when the wedding day rolls around, you’re ready for this next stage of life.
Determine the best path forward when life has taken a turn.
When a parent receives a diagnosis of Alzheimer’s, dementia, Parkinson’s, or another disease that impacts their ability to make decisions, you probably feel overwhelmed with the responsibilities that have landed on your lap. How is life going to change? How do we prepare for an unknown future?
Learn from GenTrust Law what documents you need and which legal considerations to think about as you take care of the ones you love. Specialized planning can help alleviate the burden on caregivers, family, and the person dealing with the diagnosis.
Start the conversation early so your family can feel relief in this new stage of life.
After divorce, create or update a plan that protects you in this new stage of life
Whether or not you had a plan during your marriage, you need a new one after divorce.
This gives you more control over what money goes to your children, and guarantees
assets can’t be controlled by an ex-spouse.
See which documents you need to create or update to provide a secure future for the
ones you love.
If You are New to Estate Planning,
You May Ask...
What do I need? How long will it take? How much is this going to cost?
With a free consultation, our attorneys take the time to learn about your goals and teach you which documents you need. You’ll leave confident that you have the right plan in place that protects your family, no matter what life brings.
Take the first step and schedule
your free consultation today.