ESTATE PLANNING

ESTATE PLANNING

Probate, Trust Administration, Gun Trusts

Allow our firm to assist you in the preparation of documents that will serve to manage your assets in the event of incapacitation or death. Our experienced attorneys in estate planning law are able to provide you with an estate plan that is specifically tailored for your needs and will alleviate the stress of management and distribution of your assets.

A comprehensive estate plan for each individual should include at least the following documents:

  • A Last Will & Testament OR a Revocable Living Trust;
  • An Advanced Healthcare Directive; and
  • A Durable Power of Attorney for Financial Matters.
At Smith Tortorich LLC, we personalize each estate plan by considering the total value of a person’s assets and their expressed goals to choose the plan that is best for them.

Whether you choose a Will only approach or a Revocable Living Trust approach, preparing an estate plan before your death will allow you to:

  • Designate your preferences for a guardian for your minor children
  • Allow you to give your assets to non-family members (including charitable gifts) and specify the amount and character of those assets that you leave to your family members
  • Allow you to delay inheritance to children beyond the age of 18
  • Allow you to specify the persons whom you feel are most qualified to manage your financial affairs.

Some of our clients prefer a Revocable Living Trust (instead of the Will only option). If you elect a revocable living trust, we can then add a number of other benefits to the list, such as the ability to:

  • cord), a trust is a private agreement that is not made public. This means that other than your beneficiaries and your named trustee, nobody else would know the nature and extent of your assets or the beneficiaries of those gifts; and,
  • Plan for incapacity.
Here at Smith Tortorich we pride ourselves in our experience in Estate Planning. We guide our clients through every aspect of the planning process. We typically begin with an interview with the attorney where we ascertain the size of the estate and the charter of the estate assets and liabilities. We then discuss your primary objectives and work together to select the appropriate type of plan. If we select a trust type plan, our attorneys will then draft the necessary deeds to transfer any Wyoming real estate and provide clear guidance on how to transfer any other property to your trust.

We understand that our clients simply want the peace of mind of knowing that everything they worked for their entire life is disbursed in accordance with their wishes and we work closely with our clients to develop a plan that does just that.

We recommend that all of our clients review their estate plan every so often. We also take cases in which an estate plan has already been established but is in need of modification. There are many reasons to reexamine your estate plan such as: change in marital status; birth or death of a beneficiary; change in the state residence; significant change in financial position; and, the passage of time.

We can help you take care of your estate – and your family. Contact us today to find out how.