Estate Planning and Administration Approach
At Fernandez & Moloney we strive to have an open and honest conversation with our clients about what approaches and strategies should be implemented and used in dealing with estate and probate issues. No two clients are the same and no two approaches should be the same. Whether it be providing for future generations of your family, providing security to your spouse, or providing peace of mind that your special needs relative is taken care of, we have a variety of approaches to deal with all the various contingencies.
Needs of Clients
In our estate practice, we can draft wills, living willing, power of attorney, testamentary trusts, irrevocable trusts, revocable trusts, special needs trusts, guardianships, etc. Most importantly, while some estates will need complex trust agreements, many will not, and it’s important that your attorney recognizes when and what is necessary. Our reputation is our most valuable asset, so when it comes to meeting the needs of our clients we do not load them up with unnecessary documents just to drive up billable hours. Instead, we find that if we meet their needs using cost-effective strategies that they will come back and we have the best advertising that no amount of money can buy.
Probate of Estates
We seek to demystify the process of probating estates. For each estate different documents and forms must be filed and there are various timelines and deadlines that must be followed. As our clients struggle with the emotions of losing a loved one we worry about making sure all I's are dotted and all T's are crossed in the probate process.
Word of Caution for Using Online Resource
Far too often, we see well-meaning individuals that attempted to use an online resource to write or modify their will. Unfortunately, the vast majority of these fail to accomplish the stated goal due to various problems with the document and its execution. Many times, once the testamentary document fails, it can cause unintended consequences of family disagreements and litigation. Contact us and let us put your mind to ease by ensuring that your estate documents are valid and accomplish your stated goal.
Power of Attorney
Special Needs Trust