At Baker Law, we help clients identify and accomplish their unique estate planning goals, from preserving and transferring personal wealth to leaving significant charitable gifts.
When we provide estate planning, we are providing peace of mind.
At Baker Law, we start by listening to your specific needs, concerns, and family circumstances. We then work with you to develop a comprehensive plan that you understand, and that helps protect you, your family, and your assets. In addition, we confer with your other professional advisors, such as your accountant, investment manager, and insurance advisor.
Keeping each individual’s goals in mind, we design and implement estate plans that include the following elements:
- Revocable living trusts
- Last wills & testaments
- Personal residence trusts
- Irrevocable life insurance trusts
- Gift and charitable giving programs
- Generational trusts
- Intentionally “defective” trusts
- Intergenerational loans
- Domestic asset protection trusts
- Family limited partnerships and limited liability companies
- Durable powers of attorney
- Health care directives
Estate Planning Roles and Responsibilities
One of the most important aspects of estate planning is selecting “fiduciaries,” the “who does what” part of your estate plan. Learn about these trusted roles that are subject to the highest level of care the law requires.
Disclaimer Trusts and the Clayton QTIP
An essential aspect of estate planning is that circumstances are subject to change, especially when it comes to applicable tax law. To help plan for the uncertainty, revocable trust plans for married persons can achieve tax advantages.