Estate Planning

The Law Offices of William J. Liston will work with you to review your goals, values, and concerns to help you to maintain control of all of your assets. We can help you with:

  • Planning for disability
  • Preserving and protecting wealth
  • Reducing taxes
  • Legal issues facing the elderly
  • Representing Guardianship and Conservatorship Issues
  • Medicaid planning
  • Comprehensive counseling regarding tools such as: Wills, Revocable Living Trust, Powers of Attorney, Insurance Trusts, Charitable Trusts, Family Limited Partnerships, Offshore Trusts, Dynasty Trust, Family Foundations, and much more.
 

Estate Planning Design

Includes a complimentary initial consultation.

 

WILL CENTERED PLAN

  • All Necessary Consultation and Preparation
  • Last Will
  • Durable Power of Attorney for Financial
  • Durable Power of Attorney for Health Care
  • HIPAA Medical Authorization
  • Nomination and Appointment of Guardian For Minor Children

 

 

REVOCABLE LIVING TRUST CENTERED PLAN

  • All Necessary Consultation and Preparation
  • Revocable Living Trust
  • Pour Over Will
  • Durable Power of Attorney for Financial
  • Durable Power of Attorney for Health Care
  • HIPAA Medical Authorization
 

* Additional fees apply for complex strategies. Additional fees apply for complex strategies. Commitment Fee is due at the time of Estate Planning Design. The balance is due when the documents have been executed. Probate, guardianship, trust administration and other legal matters are handled on an hourly or a fixed fee basis.