Estate Planning / Trusts
Planning Today for Peace of Mind Tomorrow
Estate planning isn't just for the wealthy—it's an essential step for everyone who wants to protect their loved ones and ensure their wishes are honored. At Tasker Law, we've helped individuals and families across all financial backgrounds create thoughtful, comprehensive estate plans tailored to their unique circumstances.
Our Estate Planning Services
At Tasker Law, we offer comprehensive estate planning services tailored to your specific situation:
Foundation Planning
- Last Will and Testament: Ensuring your assets are distributed according to your wishes
- Durable Power of Attorney: Designating someone to handle your financial affairs if you're unable
- Healthcare Surrogate: Appointing someone to make medical decisions on your behalf
- Living Will: Documenting your end-of-life care preferences
Advanced Planning
- Revocable Living Trusts: Avoiding probate while maintaining control of your assets
- Special Needs Trusts: Providing for loved ones with disabilities without affecting their benefits
- Irrevocable Trusts: Protecting assets for specific purposes or tax benefits
- Estate Tax Planning: Minimizing potential tax burdens on your estate
Family Business Planning
- Succession Planning: Ensuring smooth transitions in family businesses
- Business Continuity Planning: Protecting your business interests if you become incapacitated
Our Approach to Estate Planning
We believe estate planning should be accessible to everyone, regardless of net worth. Our process is designed to be straightforward and comfortable:
1. Initial Consultation - We listen to understand your family situation, concerns, and goals
2. Customized Planning - We develop recommendations tailored to your specific needs
3. Document Preparation - We create legally sound documents that reflect your wishes
4. Implementation - We guide you through signing and properly storing your documents
5. Ongoing Review - Life changes, and your estate plan should too—we offer periodic reviews to keep your plan current
Why Clients Choose Tasker Law for Estate Planning
Our clients appreciate our straightforward approach to estate planning. We take the time to explain complex legal concepts in plain language, ensuring you fully understand your options and can make informed decisions with confidence.
With experience serving clients from diverse financial backgrounds, we take pride in creating personalized estate plans that provide peace of mind at every life stage. Whether you're establishing your first will or updating complex trusts, our team provides attentive guidance throughout the process.
Take the First Step Toward Peace of Mind
Estate planning is one of the most meaningful gifts you can give your loved ones. Contact Tasker Law today to schedule a consultation and begin creating a plan that protects what matters most.
Why Estate Planning Matters for Everyone
Many people believe estate planning is only necessary for those with substantial assets. The truth is, estate planning addresses much more than just financial wealth:
Protecting your children by naming guardians and establishing trusts for their care
Ensuring healthcare decisions align with your wishes through advance directives
Minimizing family conflict by clearly expressing your intentions
Avoiding probate court which can be time-consuming, expensive, and public -
Creating a legacy that reflects your values and priorities -
Providing for loved ones with special needs without jeopardizing government benefits
Whether you're a young professional starting your career, a parent with young children, or planning for retirement, having a proper estate plan is one of the most responsible actions you can take for yourself and those you care about.