Trusts and Estates

• Estate Planning
  Estate Planning provides peace of mind for ourselves and our loved ones by ensuring that our assets are managed during our lifetimes and pass to our loved ones when we reach journey's end.
• Wills
• Trusts
  Now that you have been named in a will as the executor/trustee of an estate, you may need this hand-on, A to Z class that explains the duties, obligations and liabilities of an executor/trustee. This comprehensive overview of issues, including everything from commencing the probate process through the closing of the estate, is designed to address the concerns you may have when faced with this seemingly overwhelming task. Learn to proceed efficiently and effectively and gain the confidence that comes from being informed. (It can be helpful to take the Living Trusts class prior to enrolling in this class).
• Power of Attorney
  A Living Trust is the best way to protect your assets, your family, and provide for yourself in the event of incapacity. Learn about the documents to include in your complete estate planning package, including Living Trusts, Pourover Wills, General Durable Powers of Attorney and Advance Health Care Directives. Find out why probate is to be avoided. Discover how to narrow down important decisions such as choosing your guardians for minor children and health care options. See how living trusts are flexible enough to handle special issues like long term care. Have most, if not all, of your estate planning questions answered in plain English. (Expand your knowledge of being named as Executor on a will by taking Rosmary’s follow up class called “I am named as an Executor or Successor Trustee – now what?”)
• Probate

Finance Law

• Tax Law
  Bartsch Law also offers tax planning and preparation services for both estate planning and tax clients.