OUR SERVICES

ESTATE PLANNING

Is your current estate preservation plan adequate for protecting your family’s assets and wealth for your loved ones, children, grandchildren and generations to come? Whether you have had a plan in place for years or have recently decided to consider ways to protect your assets, it pays to take a deeper look.

Haymond Law offers a level of individualized services, insight and experience that other estate planning law firms in our region do not. Our membership in selective organizations and networks gives us the ability to offer documents and experience to which other firms simply cannot. Other estate planning firms look at three or four key factors in planning. At Haymond Law, we’ll examine more than 20. Does Haymond Law’s exclusivity of practice and resources really matter? Thousands of served and successful clients in our practice history indicate it does.

Straight Answers in Plain English

Whether your assets include millions of dollars in securities and business holdings or you own a simple house in the suburbs, income, capital gains and estate taxes, creditor protection, asset transfers and the necessary planning documents are complicated. We focus on your concerns and desires so that we can offer you the best possible options in preparing your estate plan. We understand the intricacies of the law. More importantly, our experienced legal team will make sure that you understand the documents you are signing and the tools you are using to protect your family.

Contact us to start with a thorough review of your estate planning needs during a consultation at one of our convenient office locations in your community. We will carefully address needs and concerns, such as:

  • Applicability of a revocable living trust
  • State and federal estate taxes, as well as wisdom regarding income tax planning
  • Qualified trusts for your IRA and retirement accounts
  • ALTCS (Medicaid) planning and life-care planning
  • Divorce and creditor protection
  • Spouse ownership and community property issues
  • Life insurance needs
  • Foreign and Domestic Asset Protection Trusts

The Foundation of Any Estate Plan is the Living Trust

If you already have a living trust, likely needs to be amended to include provisions to conform with changes in the law (including IRA/401(k) distributions, asset protection and divorce protection for your children and protection against spend-down for long-term care). We offer strategies and solutions that can protect your family from the consequences of expected and unexpected events.