Estate Planning

Estate planning is a multifaceted process in which you prepare the details of your assets and their management to ensure everything is in place in case of your death or incapacitation. As with any estate-related procedure, there are legal considerations and steps you must take in order for the planning to be successful.

That’s why this process is best navigated with the help of an experienced lawyer and our legal team at Bercik Law. Our team provides personalized, compassionate, and exceptional support for those navigating the procedure of creating their estate plans.

From the settlement of any estate taxes to the distribution of your assets to beneficiaries, there is much to consider as part of your estate plan.

You’ll need to make decisions regarding how your assets will be managed and distributed and work with your lawyer to make sure that those decisions are properly reflected in your will.

 

This process can also include the creation of trusts, custody of children, plans for donations to charities, and provisions for funeral arrangements. You’ll also name your will’s executor and beneficiaries.

With so many aspects of your estate in need of coordination, the right lawyer acts as a supportive and knowledgeable guide as you move through them.

In our experience, we find that some clients have a true sense of their estate planning goals (from maintaining family harmony in trying times to minimizing potential tax burdens after their passing), while others are just starting the process of planning their estate. Regardless of where you find yourself in your estate planning, we have the experience and knowledge to help you reach your goals.

Our legal team has the knowledge and experience to provide this support. We are compassionate in our approach and dedicated to helping you pass on your legacy in a way that feels best for you.

With over 40 years of combined experience, we’ve helped clients address an array of circumstances, from common issues to unique challenges, as they plan for the distribution of their assets.

To learn more about how we can help you with your estate planning, connect with us by filling out the form below.