Wills, Trusts & Estate Planning

 We specialize in helping clients deal with estate planning matters involving the creation of wills, trusts, and other legacy planning documents. While virtually every person understands the need for a will, the fact is that over 50% of Americans leave behind confusion over how their assets will be divided and which loved ones will inherit their estates’ assets.  Estate planning documents such as a Will allow you to outline your wishes and spell out how you would like your possessions to be divided after your death. Without such documents, your wishes will likely go unfulfilled. Consulting with a Wills & Trusts attorney is the best way to take control of your future, and to make sure your loved ones are fully provided for and all your bases are covered.

Legacy Planning Tools 

Effective estate and legacy planning indeed matters! Do you know what kind of plan will best meet your needs?  Traditional estate documents such as a will can certainly take care of basic distribution of assets but there are many other tools available that are more than just instructions for transferring your financial assets at your death.   Effective planning with CSLG gives our clients the comfort of knowing not only that their affairs are in order but that their families and their future generations will be taken care of in the event of death or incapacity. These are some of the legacy planning tools we can assist you with at CSLG:

Last Will & Testament

Durable Power of Attorney

Healthcare Directive/Living Will

Revocable Living Trust

Irrevocable trust

Pet Trust

Asset Preservation/Protection

Trust Funding

 The passing of a loved one is painful and always a difficult situation.  We help surviving family members get through the probate process with a minimum of fuss. Whether a loved one passes away testate (with a will) or intestate (without a will), you will need to go through the probate process.  Probate refers to the process where a court oversees the administration of a deceased person’s estate to ensure that the decedent’s final matters and wishes are handled correctly and without bias.  Probate Courts can be intimidating if you do not have experience in their inner workings and procedures.  Specifically, there are legal papers to draft and file, petitions to publish, notices to serve, bonds to file, and rules that petitioners must strictly adhere to at every step of the probate process.  We help our clients navigate this overwhelming probate process quickly and efficiently. We work hard to ensure that our clients receive the highest level of customer service at each step of the process.