Estate Planning

  • Estate planning involves collecting important information about you and your assets in order to pass them on to your survivors upon your death in accordance with your wishes.  Ask for our copyrighted Due Diligence Questionnaire ©.  Failure to prepare and execute a proper estate plan may result in lawsuits, intervention by the Probate Court, excessive attorney's fees, and undue, costly delay.

  • In order to avoid this unpleasant and unnecessary result, everyone should at least have a Last Will and Testament (Will) and a testamentary trust.  Spouses, and especially spouses with children, should each have a Will and Testamentary Trust and a Marital Trust.  Properly drawn Trusts avoid months and years of delay in Probate Court, save thousands of dollars in legal fees, and immediately transfer your assets to your survivors.

  • The Internal Revenue Code is extremely complicated.  Do not make the mistake of relinquishing your power of choice during your lifetime to the unbending Tax Code after you are gone.  Let us help you draft a proper estate plan now.  For Clients with substantial assets, please visit our ASSET PROTECTION page.

  • Call us for an appointment (775-833-0689).


    Home Page
    Copyright © 2008
    Brady W Keresey
    All Rights Reserved