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Disclaimer - The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
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Kari was incredibly knowledgeable and efficient in working with us in the complicated world of estate planning.
She was careful to ask detailed questions to fully understand our wishes and find ways to meet our legal needs.
I wouldn't work with anyone else!
For a blended family, setting up a trust can be trying.
Kari explained everything very clearly, was very understanding, and gave us peace of mind.
I can't imagine anyone doing a better job than she did for us.
Kari was very helpful during our discussions of developing a plan that suited our needs.
A guardianship is a legal proceeding in which the court determines a person to be incapacitated (the ward) and appoints someone (the guardian) to make personal decisions for the ward where there are no sufficient alternate methods available, meaning the ward does not already have in place a durable power of attorney for health care decisions, or the person serving as agent under such a power of attorney is not doing their job.
We can not only guide you through the process of getting a guardianship set up through the court, but also provide guidance to ensure you meet the annual reporting requirements to the court.
If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action.
The process begins with an event that triggers a provision in your estate plan, such as incapacity or death.
The plan becomes 'executory', meaning that the individuals you designated in your plan documents must step into action and execute according to your instructions.
Estate administration can be complex and the people you have designated must have competent and experienced counsel to guide them through the process.
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