Estate Planning

Estate Planning

Proper Estate Planning is essential to ensuring your assets are protected and distributed in accordance with your wishes. Our attorneys evaluate your assets and liabilities to determine what Estate Plan best suits your needs. We work closely with your accountant or financial planner to effectuate your wishes in a manner most favorable to you and the beneficiaries of your estate. At Patterson & Associates, P. A., our attorneys are experienced in preparing the following Estate planning documents on your behalf:

Living Will

Healthcare Power of Attorney

Financial Power of Attorney

Last Will and Testament

• Simple wills
• Wills with Testamentary Trusts (including but not limited to marital A/B trusts, trusts for minors, disclaimer trusts or special needs trusts)
• Pour-over wills

Revocable or Irrevocable Trust

• Living Trusts
• Special Needs Trusts
• Irrevocable Life Insurance Trusts