Estate & Personal Planning

Protecting You and Your Family Through Proper Planning…

Estate & Personal Planning

Indiana Estate Planning and Personal Planning

Some people are reluctant to establish an estate plan, perhaps because they feel that only rich people need to plan their estates. But the fact is you do not need to have a lot of property to want to protect it. The purpose of estate planning is to provide you and your loved ones with peace of mind. An ounce of prevention is worth a pound or more of cure; with a little planning, you can pass on your wealth to the loved ones you choose, in the way you choose, and reduce or eliminate the opportunity for disputes and problems later on. It is a great service to your family to know that.

Our Fort Wayne estate planning lawyers have experience establishing all of the necessary estate planning documents for our clients, including wills, trust documents, powers of attorney, the appointment of health care representatives, living will declarations, and many others that may be appropriate in a given situation. More importantly, we don't just put documents together; we work with you to identify your objectives, determine the plan that is best suited to attain those objectives, and work with you to help you understand the many different alternatives and opportunities that you have. We can help you make sure your estate and personal plan is established in a way that will be legally and practically effective.

The Process of Estate Planning

Most of our clients are pleasantly surprised with how simple the process of estate and personal planning really is.

  • Initial consultation: You will start with a simple conversation with one of our Indiana estate planning lawyers about the goals and objectives regarding your estate plan, assets and liabilities; then we will discuss the various means by which we can help you attain your goals. We pay special attention to the various taxation benefits and consequences of the estate plan at this stage, providing you the valuable counsel you need to make smart tax decisions.
  • Document gathering: After the initial consultation, we will gather various documents and information to help us create your plan.
  • Drafting: We will draft the will, trust documents, powers of attorney documents and other papers that will serve as your estate plan. More importantly, we will take time to explain to you what each of these documents means and does.
  • Review and execution: Once the documents are drafted, we will take time to review them to make sure they fit your needs. Then we will gather to sign and notarize the documents to make them official.

Clients of Shambaugh, Kast, Beck & Williams, LLP, appreciate the peace of mind that comes from knowing they are working with experienced professionals who specialize in the complex legal issues surrounding estate planning. Attorneys Steve Williams and Nate Williams are both certified estate planning specialists.

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If you are interested in discussing your estate planning options, you can talk with one of our Indiana estate planning lawyers. Either call our Fort Wayne law firm office or contact us online.

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