Estate Planning

A Revocable Trust (also called a Living Trust) can avoid probate, protect your assets and make sure that your directives are followed, should you become permanently disabled or pass away. While no one likes to think about such events, having your affairs in order can provide great peace of mind for you and your family.

At Barger Law Group, APC, we can work with you to set up a Revocable Trust that is tailored to you and your family's needs.  We will help you determine what is best for your situation, from a simple Will, to a more elaborate ABC Trust that can protect considerable assets from the burden of estate taxation. With proper planning, your estate can be passed on quickly, easily, and subject to significantly reduced taxes while avoiding probate fees.

The benefits of a well-designed estate plan begin immediately. For example, a Power of Attorney allows someone to take care of your business and personal affairs in the event you are incapacitated or hospitalized. This can allow named parties access to your bank accounts or other assets in order for them to pay bills, run a business, or complete business transactions.

There are many aspects to an estate plan including:

• Advance Health Care Directives
• Health Care Powers of Attorney
• Durable Powers of Attorney
• Estate Tax Planning
• Gift Tax Planning
• Inheritance Planning
• Revocable and Irrevocable Trusts
• Irrevocable Life Insurance Trusts
• Special Needs Trusts
• Pour-over Wills
• Wills

We offer packages designed to include the documents that will suit your situation best. Let us work with you to determine what is the best package for you and your family.

Call us for a complimentary ½ hour consultation at 858-755-7578.