Wills & Trusts

Wills and Trusts

Your legacy is important to you and to us. At Ross and Beckman, PLC, we understand the importance of determining how you want your estate handled at the time of your death. Maybe this is something you have put off for years, and you need guidance about how to ensure your loved ones are provided for upon your death. Maybe you have a clear idea of how your estate should be distributed, but you need an attorney to draft the proper documents to effectuate your plan. 

Our estate planning services address your unique needs. We have decades of experience drafting wills, testamentary trusts, revocable trusts, marital trusts, pet trusts, powers of attorney, advanced medical directives and other estate documents that are specifically tailored to each client’s wishes. 

Do I need a will or a trust? We will help you answer this question. Wills provide for the disposition of your property, your burial, and even include trustees and guardians for your children. Wills must go through a probate process in court after your death, and many clients wish to avoid that for their heirs. Trusts allow your assets to be distributed to your beneficiaries directly upon your death, they give you privacy, and they can even help when you are incapacitated during your lifetime. There is no one size fits all approach to wills and trusts, and we will guide you based on your unique interests.

Powers of Attorney (POA). A POA gives the person you designate the power to make financial decisions and transactions on your behalf. There are several types of powers of attorney. A durable power of attorney goes into effect immediately and gives broad powers to your agent. A springing power of attorney goes into effect upon your incapacity and ensures you have an agent to care for your finances when you cannot.  We can also draft temporary or limited POAs for unique situations.

Advance Medical Directives and Living Wills. These documents can be as detailed as you wish. They let your loved ones and medical providers know what types of medical care you want (living will) and who (your agent) should make medical decisions for you if you are unable to make those decisions yourself.

Contact Ross and Beckman, PLC today to schedule an estate planning consultation.