Individuals are often confused about how to prepare for the end of life and the disposition of their assets. Many seek non-lawyer legal form services as an avenue to avoid attorneys. This is comparable to doing your own appendectomy without a doctor. It is perfectly legal, but does not always produce the best result.
A simple office consultation can answer many questions. Many individuals come into the office thinking they need a trust because they heard they needed one at some general seminar. Often times when the particular family situation is analyzed a trust is unnecessary or they may have created a trust but have no idea how to fund it.
An office consultation can provide information to the client regarding what assets pass outside a Will and how a Will cannot over ride a pre-death disposition of assets; such as adding names to bank accounts or stock certificates.
If an estate reaches a taxable amount, Charles Wynn always coordinates with the client’s certified public accountant to structure an estate plan to meet current estate tax criteria.
A complete estate plan may include a Trust, a Will to encompass assets not provided for in the Trust, a Durable Power of Attorney, and a Living Will which provides specific instructions for life prolonging procedures.
Other practice areas include: