Wills and Trusts
Unlike many law firms that draft wills and other basic estate planning documents, Pamela E. Whitaker takes a comprehensive approach to estate planning. Each estate plan is tailored to the client’s special circumstances. Pamela’s ultimate goal is to meet your needs, protect assets, and bring peace of mind to you and your family.
Pamela Whitaker creates estate plans that include wills, trusts, powers of attorneys, and advance medical directives. She has the experience to handle complex estate planning for high-net worth families. She serves young parents who want to name a guardian and create a trust for their minor children. She advises clients on how to plan properly for estate taxes and how to properly give gifts to loved ones. She advises older clients as to how their estate plan can be affected by a stay in a long term care facility.
Trusts
Pamela will explain your options and provide you with legal guidance on the benefits and consequences of each type of trust available to you, including:
- Marital Deduction Trust
- QTIP Trust
- Special Needs Trust
- Charitable Remainder Trust
- Life Insurance Trust
- Credit Shelter Trust
Revocable Living Trusts
Revocable living trusts give you control of your assets while you are living as well as outline how you want those assets to be distributed after your death. Revocable trusts, which can be changed at any time, can be an excellent estate planning tool for anyone who owns property and for those clients who demand the utmost privacy in planning their estate.
Estate Planning for Young Families
Estate planning is not just an important tool for seniors and wealthy individuals. It is also critical for newlyweds, new parents, and young adults who are beginning to accumulate wealth. Having trusted agents to manage your assets, direct emergency medical care, and provide support to your children in times of crisis or your absence is invaluable. Our estate planning documents enable you to direct your affairs and to name the individuals you want to care for your children when you cannot.
Contact us to arrange a consultation. We offer estate planning services designed to fit your unique needs.