Estate planning is an emotional process for most people, but it is an essential part of preparing for the future. At Morton & Gettys, we understand how sensitive the topic can be. The attorneys and paralegals at our Rock Hill law firm have spent decades working with people on these sometimes difficult issues.
Our first step is to determine your needs. Sometimes clients require nothing more than a simple Will. Typically, though, the estate planning process goes beyond the last Will and Testament, covering important legalities that ensure your family is cared for and your wishes are followed. Proper estate planning also can help with probate avoidance through tools such as trusts and property ownership planning. Additionally, an estate planning lawyer can help make the golden years golden, through retirement planning that can secure income and reduce taxes.
There are many things that come into play in proper estate planning, including:
- Incapacity planning: Powers of Attorney, both health care and financial, as well as guardianship and conservatorship planning. We also can assist in the event someone becomes unexpectedly incapacitated.
- Special needs planning: making sure that disabled family members are cared for financially through mechanisms such as trusts
- Planning for minor children: making arrangements for a guardian of your choosing
- Business succession and asset protection planning: ensuring that your business continues to thrive, whether under the leadership of your family or through a plan to sell it
- Trust planning: creating mechanisms such as a living trust or Testamentary trust that allow you to set aside money to take care of your spouse or children. We also can help create charitable trusts.
At Morton & Gettys, we have assisted clients of all wealth levels, including those with multi-million dollar estates. We build relationships, working with people over the years to revise their estate plans as their needs and situations change.
We are experienced, compassionate and skilled. Our Rock Hill lawyers include a certified South Carolina Estate Planning and Probate specialist who has helped clients of all wealth levels make sure their families’ futures are secure. Contact us to see how an estate planning attorney can help you.
New to Morton & Gettys? Our new client packet makes sure we have all the information we need to help you. It is available here.