ESTATE PLANNING
At Mohr Law Group, we are dedicated to securing your legacy through tailored detail-oriented estate planning services. We understand the importance of planning for the future to ensure that your wishes are honored and your loved ones are protected.
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What is Estate Planning?
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Estate planning involves creating a plan and preparing documents to manage an individual’s asset base in the event of incapacitation or death. This includes bequesting assets to heirs and reducing or eliminating estate taxes. It also involves planning ahead to ensure that your children are well-cared for and your affairs can be managed by the person of your choosing if you are no longer able to do so yourself.
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Why is Estate Planning Important?
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Estate planning is crucial because it ensures that your assets are distributed according to your wishes, reduces any potential disputes among surviving relatives, and minimizes taxes and other expenses. Proper estate planning can offer peace of mind for you and security for your family.
1
WILLS
Crafting a clear, legally-sound will that directs how your property will be handled after death.
2
TRUSTS
Establishing various types of trusts to provide precise control over your assets and to benefit your heirs according to your intentions, including living trusts, insurance trusts, and special needs trusts.
3
POWERS OF ATTORNEY
Assigning authority to a trusted individual to handle your legal and financial affairs if you are unable to do so yourself.
4
HEALTH CARE DIRECTIVES
Ensuring that your healthcare wishes are followed if you cannot express them yourself.
5
TRANSFER ON DEATH DEEDS
Automatically transferring real estate on death to avoid probate and ensure that your property is protected.
6
ESTATE TAX PLANNING
Planning and implementing strategies to minimize or eliminate the impact of estate taxes on your beneficiaries.
7
CHARITABLE GIVING
Assisting with integrating philanthropic goals into your estate planning to support charitable causes effectively and efficiently.
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CUSTOMIZED PLANNING
Crafting a plan to address all of your goals and concerns, whether that is to fund your grandchild's college education, ensure that a beloved pet is cared for, or pass down a treasured collection.