TRUSTS AND ESTATE PLANNING
Losing a loved one is arguably the most difficult experience anyone can go through. After a loss, many questions can be left unanswered, especially whether surviving family members will be provided for in the future. We often worry what will become of our loved ones in the event of our passing, especially our children, spouses, parents, and siblings. Life is full of uncertainties, but establishing a plan of security for your loved ones should never be a matter left up in the air.
It is important to understand that you have the ability to protect your assets and ensure the well-being of those you cherish. The goal of an estate planning attorney is to resolve all unanswered questions about the future of your estate and effectively provide a manner in which you can guarantee the stability and security of your loved ones after you’ve passed on.
At the Law Offices of Chad N. Davis, we aim to protect your loved ones from life’s uncertainties and ensure your legacy and estate remain in the hands of those you trust. Our goal is to give you peace of mind by helping you establish a plan of action that meets both your needs and those of your family. We assist you with financial planning, ensuring your assets and debts are squared away, help you realize short-term and long-term goals for your business and estate, and address all possible variables to uphold your estate planning goals.
Chad N. Davis will work with you on several matters and provide you with the tools you need to provide for your family after your passing, including assistance with:
Last Will and Testament
Revocable Living Trusts
Power of Attorney
Asset Protection and Wealth Transfer
Trust Planning for the Next Generation
Life Insurance Trusts
Trust Planning to Optimize Wealth and Minimize Taxes
Estate Planning and What it Means to You
While it may feel uncomfortable to initiate a conversation on this topic, estate planning is a matter that affects your entire family. Though many are under the assumption that their property and assets will be passed down to their next of kin quickly and smoothly, the reality is far from it. Several complications can arise following a disability or death that can leave those you love in a tragic predicament. An unwelcome relative, creditors or even the government may claim your assets, preventing those you truly cherish from having any semblance of financial security.
You have worked hard to build your career, your investments and your entire life as a whole, but in just one moment, your legacy can be marred. For these reasons, it is imperative to work with a skilled, knowledgeable and compassionate estate planning attorney who foresees your needs and who will ensure your goals are carried out according to your specifications, so you never have to worry about your estate falling in the hands of the wrong person.
Commitment to Your Needs and Goals
We understand that planning for the future can be a difficult topic to address, but with certain goals in mind, we will structure a plan that covers all financial, tax, business, health, and personal matters. We being with a consultation to discuss your estate planning objectives, your present and future assets, liabilities, income, and expenses.
After a plan has been established, we will guide you through the actual process of transferring your assets, answering all your questions and ensuring you have no concerns so the provisions of your plan can be carried out as effectively as possible. We will also assist you with all paperwork and documentation, and counsel you and your family on the most practical and beneficial plan of action for the preservation and transfer of your estate to your beneficiaries.
Start Planning for Your Loved Ones Today
The decisions you make regarding your assets will have a direct impact on your loved ones and their present and future families for years to come. During the estate planning process, there are several matters you should take into account. Who will make decisions about your living arrangements and healthcare if you become disabled or unable to make decisions for yourself? Who will manage your assets for your beneficiaries? Who will inherit your assets and how will you ensure those assets do not end up in the hands of the wrong person?
There are many factors to consider, but with the Law Office of Chad N. Davis, you can rest assured your goals will be addressed and carried out effectively.
Contact the Law Office of Chad N. Davis, today at (580) 233-2833 to schedule a free consultation and ensure your estate planning matters are handled according to your exact specifications.
Wills and trusts conjure the same connotations of documenting how you want to distribute your assets amongst future generations once you die or lose mental capacity. While the two are very similar in some facets, there are also marked differences that very much distinguish them from one another.
HOW CAN WE HELP YOU?
TELEPHONE (580) 233-2833 | FAX:(580) 234-6798 | 217 N. Independence, ENID, OK 73701