Wills, Trusts, & Estate Planning

Who needs an estate plan?

 

You do. Whether you think you have no assets to speak of, or you have a large estate worth millions, your loved ones will need a roadmap to follow if you are no longer there. Your assets include everything from your home and real estate to the figurines in your living room, and everything in between. Failing to have a plan can leave important decisions—such as the distribution of your assets and the care of your children—in the hands of a court that has no way of knowing your wishes or the needs of your family.

 

At The McWhirter Law Firm LLC, we do more than prepare a simple will. Most importantly, we will help you nominate a guardian for your children. We will draft a Special Needs Trust (if appropriate),. We will put together a plan based on your wishes should you become incapacitated. We can draft a Charitable Trust if you desire. We will do as much or as little as you need.

 

Every plan we put together is tailored to your needs. We start with the basic necessities and spend as much time with you as is needed to work out your specific plan. The basic necessities of your estate plan may include some, or all, of the following:

  1. A will
  2. A revocable trust
  3. An Appointment of Guardian (if you have minor children)
  4. A General Durable Power of Attorney
  5. A Medical Durable Power of Attorney
  6. A Living Will
  7. A Disposition of Last Remains Memorandum

 

These documents will give your loved ones the tools they need to act on your behalf should you become unable to speak for yourself. Each document helps to create a roadmap for your personal representative to follow regarding your possessions and wishes regarding your children’s caretakers known to those determining their care.

 

Whatever your circumstances, The McWhirter Law Firm LLC will put together the right plan for you. Contact us today to schedule an appointment.

Have questions or would like to make an appointment?

Call us at (719) 297-5291.

The McWhirter Law Firm LLC

121 South Tejon Street

Suite 900

Colorado Springs, CO 80903

Phone: (719) 297-5291

Fax:      (719) 452-3940

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