ESTATE PLANNING

 

Estate Planning is not merely the planning for death -- 
                                                                                rather the planning for life!

 

Adequate planning with the following tools, ensures that your family is protected now and in the future.


Our firm is experienced in providing you and your family that peace of mind. The Estate plan we draft is highly customized to meet your unique financial and personal situation, goals, and values. Whether you are single, purchased your first home, recently married, have minor children, or are a retired individual, Bartal Law is able to assist you.

Whichever stage in life you are at, at the least you should consider having in place your: Will, or Revocable Living Trust with a Pour-Over Will, along with a Durable Power of Attorney, and a Health Care directive.
If your needs and goals warrant a more sophisticated plan we are here to plan and draft the following protective estate planning tools:




*Revocable Living Trust
*By Pass/Credit Shelter Trust
*Will
*Pour Over Will
*Health Care Directive
*Durable Power of Attorney
*Charitable Remainder Trust
*Charitable Lead Trust
*Irrevocable Trust
*Irrevocable Life Insurance Trust (“ILIT”)
*Qualified Personal Residence Trust (“QPRT”)
*Grantor Retained Annuity Trust (“GRAT”)
*Grant Deeds
*Preliminary Change of Ownership
*Guardianship Petition
*Conservatorship Petition
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Important Information
In accomodating the busy schedule of families, and those who are unable to travel, Home Services are available.