Wills & Trusts - Probate - Charitable Giving - Real Estate
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Practice Areas

Practice Areas

Areas of Law Practice


WILLS, TRUSTS, & POWERS OF ATTORNEY

Creating estate planning documents generally boils down to two strategies: protecting your estate from the default operation of probate courts and tax laws, and making times of difficulty or tragedy simpler and less painful, for yourself and your loved ones. Lighthouse Estate Planning excels in identifying your specific needs and helping you to craft an ideal plan to meet both of these goals, with a minimal cost and maximum benefit. General estate planning and other document drafting services include:

  • wills and transfer-on-death instruments (TODIs)
  • revocable living trusts / grantor trusts
  • powers of attorney for healthcare or property
  • living wills / advance directives
  • irrevocable trusts for retirement / insurance purposes

CHARITABLE GIVING

When people achieve a sense of financial security in their lives, they often wish to give back however they can. Unfortunately, tax laws and estate concerns can present obstacles to carrying out even the best intentions. Lighthouse Estate Planning helps individuals and couples determine the best strategy for creating charitable giving mechanisms that can make the biggest impact with the lowest cost, whether the goal is to create a trust for the benefit of an organization, or to provide for college or medical needs for loved ones. Charitable gift services include:

  • planned giving
  • charitable trusts
  • annuity planning and other charitable gift instruments

PROBATE & ESTATE ADMINISTRATION

At Lighthouse Estate Planning, the primary goal is to bring order from the chaos that can come when a loved one dies and leaves estate problems behind. Even with a carefully drafted estate plan, issues can still arise that require careful attention, especially with resolving disagreements and ensuring a just result. Whether this involves extended litigation or a simple settlement meeting, Lighthouse can help families resolve these conflicts fairly and settle an estate properly. Probate and administration services include:

  • probate court representation
  • settlement negotiation
  • trustee / executor counsel
  • trust amendments
  • beneficiary agreements

REAL ESTATE & OTHER AREAS

Although Lighthouse Estate Planning primarily concentrates in estate planning documents, administration and probate, and charitable gifts, real estate and other issues often arise in combination with these. Lighthouse Estate Planning is equipped to assist with the following services:

  • residential real estate sales and purchases
  • land trusts
  • business formation or succession
  • contract negotiation or drafting
  • guardianship / disability
  • special needs planning
  • limited consultation and/or document drafting in other areas of law