Will your attorney invest the time and energy necessary to truly understand your circumstances? Will they help you meet your specific estate planning goals? Do they demonstrate the skill and care to draft documents that provide a means to your ends? The key is to find a lawyer invested in doing the job right.
We take the time to get to know you, your goals, and your values.
We protect those valuable to you by advising you of the best strategies for your situation.
We capture and crafted your plan into a set of dependable estate planning documents.
You will enjoy the assurance that comes from understanding and trusting your new estate plan.
Estate Plan Pricing
Starting at $499
Starting at $999
ESTATE PLANNING FAQ'S
WHAT IS ESTATE PLANNING?
Estate Planning is the process of developing a comprehensive plan that empowers your loved ones to make informed decisions about your finances, assets, housing, personal care, healthcare, care for your minor children, and ultimately when the time comes, the distribution of your assets upon the event of your incapacity (while you are still alive) or death. And most importantly, your plan is PERSONAL to you. You and your family and your situation are unique. There is no one size fits all planning approach to your legacy.
WHY DO I NEED AN ESTATE PLAN?
While we always hope for the best, the reality is that we will all pass away one day. And many people will experience a time in their lives when they are incapable of making their own decisions. These situations can leave behind some difficult decisions - how to care for your needs, how to handle your finances, or ultimately, how to distribute your possessions. Since we know that the situations can take a toll on emotions and decision-making abilities, we shouldn’t leave these decisions to be made by our loved ones who are hurting the most, or even worse, by judge and state law. You can and should make a plan for these situations in advance.
HOW MUCH WILL THIS COST?
We offer various levels of planning that can fit into your budget and needs. Because each plan is customized to an individual or family, the cost can vary. However, we only charge flat fees for our services, so you will know the exact cost to you before we begin.
WHAT DO I GET WHEN I WORK WITH YOU?
When you work with Tanner Legal Solutions, you will get trusted advice from an experienced attorney in every step of the process. We will help you make the best, most comprehensive decisions for your needs. We will offer sound legal advice and keep you aware of any changes in the law that may impact your plan. We will check on you annually to see if a life change event has impacted your plan and make sure that it stays current. We will electronically store certified copies of your plan documents. And most importantly, we will be here to advise you and your loved ones on when and how to implement your plan. We offer various levels of planning that can fit into your budget and needs.
CAN’T I JUST GET A CHEAP WILL ONLINE?
Many people think they can simply go to a website and get a will for a super low price and think they have an executable plan. But in most cases, they are mistaken, as there are several problems with this approach. Most people have no idea what the documents mean or how to use them properly. They do not have an experienced and knowledgeable advisor walking them through the process to answer their question or to ask them the important questions they haven’t even thought of. They have no one checking on them to see how a life circumstance or a change in the law may have impacted their documents, and they are not guaranteed that they have properly signed the documents in a legally binding manner. In the end, they just have bought a set of canned documents, that are virtually the same as everyone else, that sit in a bank lock box or on a shelf collecting dust that may not even be legally binding. As you can see, this can create quite a mess for your loved ones.
CAN’T I GET A TRUST ONLINE TO KEEP ME OUT OF COURT?
Many people purchase a trust document online thinking it will keep them out of court, but often, the trust is not properly funded, meaning it doesn’t have any assets in it, or it is improperly executed or has some other legal deficiency. So guess where this ends up? That’s right – in court – the very place they were trying to avoid in the first place.
Estate planning is for everyone. Unfortunately, we don't know how long we will live, and illness and accidents happen to people of all ages. And while people who have built some wealth do often think more about how to preserve it, good estate planning often means more to families with modest assets because they can afford to lose the least. A good estate plan can do much more than just pass the things you own to your family. It can include instructions for passing your core values (religion, hard work, education) as part of your legacy. Your plan can name guardians and managers for your minor children. It can instruct others how to care for you should you become disabled and require long-term care before you die, and it can help shield your assets from creditors and minimize taxes, court costs, and unnecessary legal fees.
An estate plan in not a one-time event, but rather an ongoing process as your life progresses and changes, and it is unique to each individual. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime.
We can provide critical guidance in the various estate planning tools available to you and peace of mind that your estate documents are properly prepared. Some of the tools we commonly use are:
- Last Will and Testaments
- Revocable Living Trusts
- Durable Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills and Medical Directives
- Irrevocable Life Insurance Trusts
- Asset and Divorce Protection Trusts for Children
- Retirement Benefits Trusts
- Special Needs Trusts