At Davis & MacDonald Law Firm, we take pride in helping families understand how valuable having Last Will and Testament, Living Wills, Health Directive, Durable Powers of Attorney, and Revocable Trusts is. If something were to happen to you, it is important to make sure your family, farm, ranch, or business are taken care of. That is why we work diligently to ensure your family is properly protected and your wishes carried through at the time of death. Call our office today at 765-854-1122 to schedule a consultation for your estate planning.
Preparing your assets for designation to your beneficiaries can be stressful. It can be difficult to determine exactly what they will need in the event of your passing.
Trusts carry one important factor that will help you achieve your future goals. That factor is the designation of a trustee. Trustees are appointed to hold assets for a beneficiary until you designate how and when the assets are available.
Trusts give you the ability to protect your wealth while still allowing you to carry on a legacy. At our firm, we will help you set up your trust and appoint a trustee who can be trusted to carry out your wishes. Trusts can help to avoid probate.
Opening a probate estate may be necessary to transfer assets that the deceased person owned in his or her own name, alone. All other assets, such as jointly owned assets or assets named to a trust with a "Pay on death beneficiary" clause, may pass to new owners without oversight from the probate court. Assets that go through probate make up what's called the "probate estate."
Call us for your consultation today!
Address: 119 N Buckeye Street P.O. Box 688 Kokomo, Indiana 46903
Phone: 765-854-1122
Email: davmac.law@att.net