Areas of Practice

Estate Planning

“By failing to prepare, you are preparing to fail.”
- Benjamin Franklin

Estate Planning, Wills, Trusts, and Advance Directives

While most of us prefer to avoid the subject, estate planning is important for us all (and not just the wealthy). Part of estate planning includes the preparation of various documents.

Estate planning includes the preparation of various documents such as:

  • Last Will and Testament
  • Revocable Trust (also Living Trust)
  • Irrevocable Trust
  • Power of Attorney
  • Designation of Health Care Surrogate
  • Living Will

Estate Planning, Wills, Trusts, and Advance Directives

In combination, these documents allow clients to:

  • empower others they trust to act on their behalf when needed and…
  • pass all remaining property or assets to their loved ones.

To say that preparing these documents is only part of estate planning is to acknowledge that these documents will not be effective unless careful attention is given to issues such as: beneficiary designations on financial accounts and life insurance policies; how title is held or owned (especially if owned jointly with others); expected inheritances; taxes; probate cost and avoidance; potential beneficiaries and their unique circumstances; and more.

Ultimately, the goal of Keever Law in estate planning is to spell out the desires of each client as precisely as possible and avoid (to the greatest extent possible) unnecessary costs, court involvement, and disputes.