Estate Planning And Administration Tailored To Meet Your Needs
At the law office of Schwulst & Roseberry, P.C., we provide straightforward and honest counsel to individuals and families throughout the Bloomington-Normal area who want to plan for the distribution of assets or the care of minor children in the event of death. We also help executors, administrators and personal representatives navigate the probate process and successfully settle the estate of a loved one. We understand that every estate matter is unique and take the time to listen carefully to your concerns so that we can identify and implement solutions that meet your individualized needs. We have extensive trial experience and can handle any estate litigation that may arise. For a free half-hour initial consultation, contact our office via email or call us in Bloomington at 309-751-4101.
Our Estate Planning Practice
When you hire us to help you prepare for the distribution of your property at death, we will provide a comprehensive estate planning package tailored to meet your needs. We will gather the necessary information to understand fully your financial situation, as well as your specific goals. We will carefully explain the different strategies available to help you meet your objectives, including the use of wills and trusts, the re-titling of assets, and the use of lifetime gifts to transfer property. Our focus, when putting together your estate plan, will be on facilitating the orderly distribution of your estate in accordance with your wishes, with minimal tax consequences.
Estate planning is not just planning for your death; we also help clients make healthcare and asset management plans in the event of their incapacity. Planning now can prevent confusion and stress for loved ones if you are unable to make decisions for yourself in the future.
Once you have decided the best estate planning approach to meet your needs, we will prepare the documents you need to put your plan in place, including wills, trusts, powers of attorney, living wills and health care powers of attorney. We can prepare revocable or irrevocable trusts, living or testamentary trusts, or special needs trusts. We will also handle all matters necessary to put a guardianship in place, whether for a minor child or a disabled adult. If you need assistance with Medicaid or Social Security planning, we will refer you to qualified counsel.
Our Probate Administration Practice
We work with executors, administrators and personal representatives, handling all matters required to help you complete the probate process and settle an estate, from the appointment of an estate representative to the final distribution of assets. We will prepare and file all documents required to complete the process and will act as your advocate in all hearings or proceedings with the probate court. We will help you:
•Prepare and file an inventory of the assets of the estate
•Obtain valuations of estate property, if necessary
•Satisfy the final debts of the estate
•Prepare and file all estate tax returns, working with a CPA, if necessary
•Oversee the orderly distribution of the assets of the estate
•For small estates, we will help you through an expedited process.
We also handle any litigation arising out of probate administration, including will contests, allegations of undue influence or lack of capacity, and trust litigation.
Start Your Estate Planning Now
For honest and straightforward advice from an experienced lawyer, contact us via email or call us at 309-751-4101 to set up an appointment. The first half-hour of consultation is free of charge.