Estate Planning

An Estate is the entirety of a property, real and personal, owned by an individual prior to distribution through a trust or will.

Estate planning is the process by which an individual, or the immediate family with the person's consent and approval, arranges the transfer of assets to heirs or other beneficiaries. The reason for this is to provide the family, or other selected beneficiaries, with legal rights to the property after the individual has passed away.

Aspects of Estate Planning, include:

*Trusts
*Wills
*Compliance with the applicable state Probate Code
*Gift Tax
*Dynasty Trust
*Joint Tenancy

The Estate Planning attorneys at Winburn, Lewis & Stolz, LLP can do more than just manufacture a simple will. Estate planning also typically minimizes potential taxes and fees, and sets up contingency planning to make sure that your wishes regarding which items are allocated and who will be the your beneficiaries.

Many trusts are created as an alternative to or in conjunction with a will and other elements of estate planning. State law establishes the framework for determining the validity and limits for both trusts and wills.

The Estate Planning attorneys at Winburn, Lewis & Stolz, LLP can assist you with organizing your personal and business assets and liabilities such as:

* Brokerage Accounts
* Retirement Plans
* Savings and Checking Accounts
* Insurance Policies
* Business and Partnership Interests
* Personal Property
* Real Estate

The Estate Planning Attorneys at Winburn, Lewis & Stolz, LLP can also assist all other possible estate planning legal concerns. I

If you are in need of an estate planning lawyer with solid experience in wills & estate planning, the attorneys at Winburn, Lewis & Stolz, LLP. Let us help you with your legal concerns - Contact Us Today.