Custom Estate Planning Solutions
Depending on your individual needs and circumstances, St. Romain Law provides different levels of estate planning packages. Our estate planning process begins with you filling out a detailed questionnaire. From there, we will discuss your specific objectives in detail, and go over any questions you may have. Once the necessary documents have been drafted, they will be sent to you for review. This is your opportunity to make any changes or corrections before the final documents are prepared.
Basic Estate Plan
- Last Will and Testament
- Durable Power of Attorney
- Advanced Health Care Directives
Our basic estate plan includes a last living will and testament, durable power of attorney and advanced health care directives. Together, these documents specify how your assets will be divided among your loved ones; who can make medical decisions on your behalf; and who can handle your financial affairs if you are unable to do so.
Intermediate Estate Plan
- Last Will and Testament
- Durable Power of Attorney
- Advanced Health Care Directives
- Revocable Living Trust
Slightly more sophisticated estate plans provide flexibility by including a Testamentary Trust or a Revocable Living Trust, which complement the Last Will and Testament, Power of Attorney and Advanced Health Care Directives. A properly funded Revocable Living Trust can significantly reduce the cost and delays of probate, and provide protection from creditors.
Complex Estate Plan
- Last Will and Testament
- Durable Power of Attorney
- Advanced Health Care Directives
- Trusts
- Business Assets
The most sophisticated estate plans provide the highest degree of flexibility and estate and gift tax planning. Complex estate plans are appropriate for individuals and families with substantial assets. Complex estate plans often include a combination of different types of trusts, and sometimes family limited partnerships or limited liability companies that can help you transfer assets during your lifetime to avoid tax consequences. Complex estate plans are specifically tailored to meet your individual goals.
Ensure your loved ones are taken care of