What Is Estate Planning?

Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there.  Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.

Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Transfer Real Estate to Beneficiaries Before Death

Also called a “Deed of Gift.” You name the beneficiaries that will receive any real estate property prior to your death. Or you can pair ownership with yourself as “Joint Tenant” allowing the beneficiary to receive any real estate property upon your death, without more. This method can be paired with your will. It is an efficient structure for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.

What Clients Are Saying…

⭐⭐⭐⭐🌟

We searched for a long time trying to find an attorney that could develop an estate plan. Johanan is very professional, an excellent listener, has quick turn around, excellent follow-up, is kind and thoughtful and gives clear explanations.
– Kathleen D.

Johanan was really, really good. Worked to answer all questions about stressful legal arrangements. I think that Johanan has an excellent balance of a caring attitude and knowledge of the law/regulations. I would strongly recommend Johanan.
– Peter C.

Questions Your Attorney Will Ask You…

 List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

  A recent bank statement

 List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

  A copy of the deed to any real estate you own – if you can find it

 Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

 Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

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📍 Le Phare Bleu Villa Resort | Po. Box 3750 | Petit Calivigny Bay | St. George’s | Grenada W.I.