PRACTICE AREAS
Estate Planning
At Morneau Law, we take great pride in our client-focused approach to providing you with the documents you need to ensure you are cared for during your lifetime and that your goals for your assets are met when you pass. We are here to help you with your estate planning at any stage of life. Our attorneys can guide you as you create the best plan for your needs, whether it is focused on charitable giving, the best way to provide for minor children, or any other goals you may have.
Planning for your future can be overwhelming and confusing. We focus on educating our clients about their options in setting up their estate plan. We will meet with you to help you choose the best comprehensive plan to meet your needs. We offer Powers of Attorney and Advance Directives to ensure you are supported while you are alive, and Wills and Trusts to help you plan for your loved ones or charities of your choosing upon your death.
Should you already have Estate Planning documents in place, we can review your current Will, Durable General Power of Attorney, Advance Directive, and Trust Documents, and help you update your plan to meet your needs. We recommend that you review and update your estate planning documents every five years or upon any life changing event such as divorce, death of a family member, or birth of a child.
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ESTATE PLANNING
Practice Concentrations
PRACTICE CONCENTRATION
Advanced Directives
This document combines a Power of Attorney for Healthcare with a Living Will, allowing you to appoint an agent to make healthcare decisions for you when you are incapacitated and providing guidance to that agent of your wishes. By setting this up in advance, your family will not have to make these difficult decisions for you later.
PRACTICE CONCENTRATION
Durable Power of Attorney for Financial Matters
Having a Durable Power of Attorney for Financial Matters in place will allow a person of your choosing to manage your financial responsibilities. This document empowers your designated agent to step in and take care of your financial affairs. It is essential to understand how the Durable Power of Attorney works prior to executing a document of this significance. It is important to have these estate planning documents in place to protect your family from having to take emergency steps through the court system later.
PRACTICE CONCENTRATION
Trusts
A Revocable trust is an invaluable estate planning tool which allows you to provide for your loved ones without the costly and complicated probate process. Additionally, Trusts help you to accomplish comprehensive asset management that benefits the people you care about most, but can be especially helpful during your lifetime should you become incapacitated. Trusts are also beneficial for complicated planning needs that involve minors and the need for guardianship. Many people assume trusts are only for people with large estates for tax avoidance purposes, but that is only one of the many reasons to employ a trust.
PRACTICE CONCENTRATION
Wills
Everyone should have a properly executed Will in order to ensure that your final wishes are respected. Having a Will allows you to protect the people you care about from having to go through a long, expensive court process to distribute your assets. If you do not have a Will in place, the government will decide how your assets are distributed.