Estate Planning
What We Do
Your family relies on you to provide for their future. You can rely on us to help you plan that future.
Estate Planning: What We Do
Creating a comprehensive estate plan involves much more than drafting a will. It requires a broad look at all of your assets and your plans for distribution of those assets. At Miller Mayer, we work with clients, both individuals and couples, to create an estate plan that is tailored to their particular assets and needs. We offer solutions for non-citizens, spouses in second marriages, same-sex couples and non-traditional families. We work with clients at all levels, from those with simple estates to those with complex tax considerations. We advise on the use of various types of trusts, both revocable and irrevocable, including credit shelter and QTIP trusts, charitable trusts, trusts for disabled minors, Crummey trusts, QPRT's, and irrevocable life insurance trusts. We can provide guidance concerning retirement benefits, including the tax consequences of distributions, determining payout periods, specialized beneficiary designations and trusts to accept retirement distributions, and tax consequences of naming tax exempt organizations as beneficiaries.
We also assist with important "pre-mortem" planning, including Powers of Attorney, Health Care Proxies and Living Wills.
Get Started on Estate Planning
Begin your estate planning process:
- “Contact the T&E Group” to inform us of your interest and to obtain our Estate Planning Questionnaire. Please provide us with your full name and address, and the same for your spouse/partner, if any.
- Once you have completed and submitted your Estate Planning Questionnaire, we can prepare for an initial consultation. There is no cost and no obligation involved in submitting a Questionnaire. For initial help with the Questionnaire, see our Frequently Asked Questions.
What to Expect
Once we have received your completed Questionnaire, we will review it and contact you to set up an initial consultation. At this initial meeting, we will be able to answer your questions and discuss relevant planning options so that we can prepare an estate plan customized to your needs.
As described here, when we contact you to set up an initial consultation, we can provide you with an estimate for legal fees.
As part of the estate planning process, we will also prepare the following additional documents, and you will see reference to them in the Questionnaire: Power of Attorney, Health Care Proxy, Living Will, HIPAA Release, and Designation of Agent to Control Disposition of Remains.
Once we have prepared drafts of all of your documents, we will send them to you for review. We are always happy to discuss any questions that you may have or make any changes you may desire.
When the drafts are finalized, we will set up a final meeting time, answer any last questions that you have and conduct an execution ceremony to bring your documents into legal force.
We look forward to working with you!