Estate Planning

Did you know that if you do not create your own estate plan, the state and IRS have created one for you? Most people are completely unaware of this and their heirs are often surprised and disappointed at the consequences. Only through a carefully considered estate plan can you have complete control over who receives your legacy.

Proper estate planning is crucial for the protection of those you love. We will work to ensure taxes do not consume too much of what you have accumulated over many years of hard work and that your financial legacy is passed on to your loved ones. Our goal is to ensure that your belongings are passed down to the people that you choose at the time you choose, and under the conditions that you choose — and not pursuant to the state's plan.

Even if you have an existing estate plan, did you know that an incomplete or outdated plan could be worse than no plan at all? At the Morton Law Firm, we review many estate plans and often find their original objectives to be obsolete, and changed circumstances to be completely unaddressed. We will be happy to review yours.

A good estate plan is also a way of preserving your family's legacy — protecting the assets you have left to your children or grandchildren from creditors, predators or, in some cases, from your children themselves. At the Morton Law Firm, we can create the proper type of plan that will protect your hard-earned assets from passing to anyone other than those you intended.

• Why Plan Your Estate
• Your Durable Power of Attorney
• Your Will
• Your Medical Directive
• Trusts
• Capacity Requirements
• Estate Taxation
• Making Gifts: The $12,000 Rule
• Charitable Gift Annuities
• Estate Administration
• Guardianship and Conservatorship
• FAQs about Estate Planning
• Medical Directives and Living Wills

• Audio: What is a Living Trust?