Estate Planning, Trusts, and Wills
The Loeffler Law Firm, LLC Practice Focus. One of the primary practice focus areas of The Loeffler Law, LLC is Estate Planning, Trusts, and Will. We customize our clients’ estate plans based on their needs, goals, and objectives.
We believe estate planning is best accomplished by educating the client as to the choices and options available and following a process.
What planning and documents do you have in place for your disability or death?
- Will
- Appointment of Guardians for minor children in estate planning documents
- Power of Attorney for Financial Affairs
- Power of Attorney for Health Care-2nd Medical opinions
- Living Will
- Revocable Living Trust
- Protected Subtrusts for Beneficiaries
- Capable Executors/Trustees
- Personalized Instructions to your heirs
- Anatomical Gift/Donor Registry
Do you review your estate plan on an annual or bi-annual basis?
- We suggest that our clients keep their estate plans up to date and review them on an annual or bi-annual basis
- We offer various annual maintenance plans to assist our clients in keeping their estate plans up to date
How are your loved ones receiving their inheritance?
- If outright/in their own name/individually = No Protection
- If left in a trust = Enhanced/Superior Protection
- Click here to review diagrams and features of estate plans that leave assets in asset protected trusts for the beneficiaries.
We require all of our estate planning clients to fill out a personal financial information questionnaire which assists us in our diagnostic review and ultimate recommendations for our estate planning clients. Click here to review the personal financial information questionnaire.
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