Estate Planning

Helping You With Estate Planning, Every Step of the Way

Everyone needs an estate plan – and they need one today. Procrastination too often leads to families suffering more than necessary after the passing of a loved one.

If you do not have an estate plan, the legal system will dispose of your property after you pass away. Without the right estate plan in place, your family may face a long and expensive court process as well as possible tax consequences. Furthermore, it is highly unlikely your assets will be handled according to your wishes.

Avoid the default system by putting an estate plan in place. Your estate plan may be complex or relatively simple. Regardless of the size of your estate or the complexity of your situation, you want an experienced Estate Planning & Probate Attorney by your side. The TW Estate Planning attorneys will educate you about the various options, walk you through the tough decisions, and allow you to meet your goals for your family and your legacy.

Our Sole Focus: Estate Planning
The attorneys at Thomas-Walters Estate Planning focus on just one thing: estate planning. We create individualized estate plans that ensure that the client’s family benefits from their hard-earned assets.

We accomplish this using a variety of legal strategies, which include (but are not limited to):

  • Children’s Inheritance Trust
  • Last Will and Testament
  • Special Needs Trust
  • Medicaid Irrevocable Trust
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust
  • IRA Trust
  • Pet Trust
  • Testamentary Trust
  • Asset Protection
  • Business Succession
  • Estate Tax Avoidance

As estate plans include instructions for distributing assets, many families rely on Thomas-Walters Estate Planning to offer further guidance when a loved one passes away. We understand that when someone passes away, legal issues are the last thing the family wants to deal with. Our goal is to minimize the stress when it comes to the estate, so that your family can focus on what really matters.

Estate Planning Services For a Fixed, Flat Fee

Estate plans must be regularly reviewed and updated. They must evolve alongside the client and their personal circumstances. The value of an estate plan is in knowing that it is customized, comprehensive, and designed to cover you through any and all life-changing events and law revisions. We incorporate this philosophy into our work. Thomas-Walters Estate Planning offers estate planning services for a fixed, flat fee so you have the peace of mind of knowing we are with you for a lifetime.

The Benefit of a Multi-State Presence

Some estates include property in multiple states. Some families move across state lines during their lifetimes. Sometimes families reach across state lines, as children grow older and seek opportunities in their education or career. With Thomas-Walters Estate Planning, we can accommodate your family’s multi-state presence with a multi-state presence of our own.

Our firm’s multi-state presence enables us to handle simple and complex estate property matters that reach across state lines. The attorneys at Thomas-Walters Estate Planning regularly collaborate to ensure clients are provided with the best solutions for their estate planning needs.

Thomas-Walters Estate Planning: 60 Years of Service

With over 60 years of combined legal experience, the attorneys at Thomas-Walters Estate Planning have witnessed countless estate planning documents in action. This experience provides our firm with the ability to anticipate potential obstacles, and address them so that they never become an issue.

Not just any estate plan will do. It has to be the right plan.

No matter what estate planning issues you need to accommodate, the Thomas-Walters Estate Planning attorneys are prepared to handle it. Our attorneys customize each and every estate plan according to the client’s unique life, assets, and family.

Simplifying Estate Settlement:

Your Thomas-Walters Estate Planning attorney develops a custom and comprehensive estate plan specifically designed to evolve with you and your family. The purpose of the estate plan is to cover you and your family now and in the future. No matter what stage of life you are in, or what laws and regulations change, our estate planning lawyers are there to guide you and your heirs through the initial process and any changes or updates needed in the future. We provide the technical expertise you need to compose estate planning documents that are not only thorough, but tailored specifically to the needs and wants of you and your family. We also make sure that you have every opportunity to stay informed on estate planning issues through a number of tools and educational events sponsored by Thomas-Walters.

Thorough, Custom Estate Planning Portfolios: Your thorough and professional custom Estate Planning portfolio from Thomas-Walters Estate Planning includes:

  • Last Will and Testament
  • Trust transfer documents
  • Revocable Living Trust
  • Pour-Over Last Will and Testament
  • Property Power of Attorney
  • Health Care Power of Attorney
  • Estate Planning Letter
  • Location Lists
  • Living Will
  • Life Insurance
  • Instructions for Executors of a Will or Settlers and Trustees
  • Glossary of legal terms applicable to your estate

Your comprehensive portfolio will motivate you to keep all the important estate plan components, assets, and vital information your family will need after you are gone in one single, organized place. Timely access to your documentation can be very important, and the Thomas-Walters Estate Planning portfolio makes everything you need accessible right when you need it.

Easy to Understand Estate Planning Documentation: At Thomas-Walters Estate Planning, we believe that your estate planning portfolio is for you and your family so we create them with that in mind. You won’t find your estate planning documents overflowing with legalese that requires translation. We construct them using terms that are easy to understand with or without a law degree.

Stay Updated on Estate Planning Issues: Included with your thorough estate planning portfolio, and your lifetime lawyer benefits, you receive the benefit of ongoing educational and training opportunities to ensure that you are aware of any changes that could affect decisions you made on behalf of your estate. Thomas-Walters Estate Planning sponsors ongoing educational events to further educate you on all estate planning topics: how to save on taxes, how to manage gift and estate taxes, capital gains taxes, income taxes, and taxes on retirement accounts, how to leave your estate to your significant other, your children or grandchildren, how to avoid nursing home poverty, and other important estate planning legal strategies.

Easy, Secure Access to Estate Plans: Our clients do not have to worry about misplacing their documents or theft. At Thomas-Walters Estate Planning, we securely store every estate planning document. This allows us to provide you and your approved heirs (upon your death) immediate access to your estate planning documents.

We value our client relationships. We not only offer you lifetime lawyer benefits, but we hope you enjoy your close relationship with our firm. Upon your death, the relationship continues when your heirs reach out to us for help only to find the immense comfort and ease that comes with simplified estate settlement.