You’ve spent your entire life creating your legacy. Our estate planning lawyers at the Kanthaka Group are here to help you protect it. At the Kanthaka Group, our team wants to help you continue to nurture your legacy so that the rewards can last through your lifetime and be passed on to the next generation.
We have experience helping clients transfer single assets or entire businesses, as well as set up estate planning plans that execute what you want today, tomorrow, and beyond. We have a thorough understanding of the state and federal laws that affect how your estate will be inventoried, valued, dispersed, and taxed after your death.
At the Kanthaka Group, our team of estate planning lawyers has years of mentoring our clients through their estate planning endeavors including:
Creating an estate plan may seem like a daunting experience, but we will make the process as simple and uncomplicated for you as possible. We are prepared to work with you to ensure your affairs are in order and you and your family have an estate plan that works for your unique lifestyle as it evolves through your life’s many different stages.
How our Team of Estate Planning Professionals Can Help You
State laws and regulations have very specific guidelines regarding the necessary elements required to create a will or trust, how certain assets are treated once they become part of a trust estate or a decedent’s estate, and how nominees for health care directives and powers of attorney are to conduct themselves. Our team of estate planning professionals are intimately familiar with laws and regulations and will be able to guide you through your estate planning process with insight that will set you, and your loved ones, up for success.
At the Kanthaka Group, we have the ability to work with you to organize both simple and complex family or financial situations. We have experience working with clients in a variety of different situations, and we are able to draw upon our expertise to guide you through estate planning and set you up for success. We will act with you to proactively prepare the necessary legal documents that effectively bridge the gap from your wishes, intentions, and expectations to the practical and legal results.
What Information You Will Need to Provide To Our Team of Estate Planning Professionals
In order to create a comprehensive estate plan, you will need to provide your lawyer with insights into your current family and financial situation. You will need to be prepared to grant access into the following areas with your estate planning lawyer:
By going through each area, your estate planning lawyer will be able to understand how to proceed with your estate planning endeavor and simplify the distribution of your assets, the control of your legacy, and the care of yourself and your loved ones. Each estate planning client is different – we pride ourselves on celebrating these differences and working with you to create a plan that makes sense for you and your unique situation.
What You Should Expect to Pay For Your Estate Plan
At the Kanthaka Group, each estate planning client is different, and therefore we believe that there is no one correct form of payment for all the clients we work with. When we meet with you, we will discuss the specifics of your estate planning needs and determine a course of action that includes a discussion of your payment plan. Depending on how intricate your estate planning needs are, your investment may differ.
How Long Will it Take to Have My Estate Plan Finalized?
Our estate planning team works hard to efficiently draft estate planning materials that comply with your expectations. As each estate planning endeavor is different, each timeline is different. The timeline will depend on several factors including your own certainty throughout the drafting process. We will need to gather information from you, but we may also need to work with other professionals, such as accountants or insurance providers, to gather all the information relevant to your estate. Further, it is not uncommon to go through a few iterations of a particular document to make sure it says and does exactly what you want.
When you meet with our estate planning team in the first instance, we will develop a plan that outlines expectations and we work very diligently in meeting your needs. We will continue to communicate and keep you informed as we work through your estate planning process. Just know, however, that if circumstances exist creating an emergency, we will work expediently in the time available, to get the necessary planning in place as quickly as possible because we understand just how important it is to maintain a loved one’s legacy.
When Changes Occur, We Can Help Update Your Estate Plan
It is extremely common for your estate planning needs to change. Of course, we work with drafting new estate plans, but if life changes and your estate plan should too. We will work with you to update your estate plan to ensure it fits your needs, and that’s regardless of whether we prepared your estate plan initially, or are only seeing it for the first time after you’ve moved on to a different stage in your life. Our goal in creating your estate plan with you is to ensure it complies with your personal intentions as they exist, and whenever those intentions exist, and to do so within the legal framework that allows it.
Our client’s satisfaction is our utmost concern, and we will continue to work with you to meet your needs, not ours. We will work with you to review your estate plan on a regular basis if you or the circumstances require it. Our focus is on maintaining your estate’s alignment with whatever your intentions may be.
We Can Help You With Your Estate Planning Needs
At the Kanthaka Group, we enjoy working with our clients to set them and their future generations up for success. We are able to draw upon our past experiences to guide our clients through their planning process.
We understand that you have worked hard for your earnings and the legacy that you are creating and they deserve to be handled with care. We will work hard in guiding you to set up an estate plan that works for you. If you are in need of an estate planning lawyer, please contact our team for a consultation. We would be thrilled to work with you.