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Estate Planning with Bolgrien, Koepke & Kimes
Planning for the future is crucial, whether you have a substantial or modest estate. At Bolgrien, Koepke & Kimes, LLC Attorneys at Law, we provide comprehensive legal advisement on wills, trusts, and conservatorships to help you prepare for the inevitables.
Our goal is to establish an estate plan you can count on, no matter what comes your way, guarding against the unpredictable and leaving you with instructions you feel confident about. Contact us today to get started on your estate planning journey.
Is It Time to Contact an Estate Planning Professional?
No matter the size of your estate, we create a personalized plan that fits your unique circumstances and addresses your specific concerns. Our estate planning services offer numerous benefits, ensuring peace of mind for you and your loved ones. Here are some key aspects of our approach:
Tailored Estate Planning for All
A well-thought-out estate plan provides protection for your:
- Property
- Finances
- Medical care
Our Approach
We work closely with you to:
- Determine your priorities
- Create precise instruments to carry out your intentions
Key Considerations
We may ask you to consider the following:
- Do you want to maximize giving to your heirs?
- Preserve a vacation home?
- Provide for a child with special needs?
- Appoint a decision-maker in case you become incapacitated?
Our Estate Planning Services
We provide legal assistance with:
- Will drafting, execution, and review
- Living trusts
- Advance healthcare directives (living wills)
- Powers of attorney
- Estate and gift tax issues
- Guardianships and conservatorships
- Choosing the appropriate executor
Detailed Services
Wills: Your last will and testament provides the opportunity to distribute property, establish care for children, and express your final wishes. A will is the primary means by which you can leave property to a person or entity other than a blood relative.
Trusts: Trusts are flexible instruments that allow you to put conditions on gifts and provide an allowance for a beneficiary rather than a lump sum. Setting up a living trust allows you to enjoy your property during your lifetime and transfer wealth seamlessly at your passing, helping your loved ones avoid probate.
Advance Directives: Advance directives allow you to clearly articulate your preferences for medical treatment and lifesaving interventions. They can include instructions on various matters, such as who should serve as your healthcare proxy (power of attorney) if you are incapacitated, and can also include DNR orders.
Guardianships: If you have minor children, it’s important to plan for their care in the event that you and their other parent pass away. While you can name a guardian in your will, the court will need to appoint them to serve in that capacity. Choosing a reliable, capable, and trustworthy guardian can help ensure your children grow up feeling cared for and loved.
Peace of Mind
Knowing that you have planned for the long-term well-being and financial security of your loved ones can be comforting. We help you strategize the best means of:
- Transferring your assets
- Minimizing taxes
- Establishing guardianship
- Supporting philanthropic causes
Request a call back now to secure these benefits and protect your future today.
The Advantages of Professional Estate Planning
Working with experienced and dedicated attorneys at Bolgrien, Koepke & Kimes offers several advantages:
- Free legal consultations
- 1-on-1 consultations to understand your unique circumstances
- Experience in drafting and reviewing wills and trusts
- Assistance with powers of attorney and advance directives
- Guidance on estate and gift tax issues
- Help with establishing guardianships and conservatorships
Contact us to benefit from our legal expertise and personalized approach to estate planning.
Contact Us
Ready to take the next step in securing your estate? Reach out to Bolgrien, Koepke & Kimes to get your personalized estate plan started. Our experienced attorneys are here to help you navigate the complexities of estate planning and ensure your wishes are honored.
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