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Estate Planning

Have you ever paused to consider the legacy you'll leave behind? Estate planning is the process of safeguarding your assets, preserving your values, and ensuring that the fruits of your life’s work are protected for your benefit and that of your family or loved ones. The preservation of your hard-earned assets and the continuation of your ideals are woven into the language of each and every estate plan we craft here at the Bender & Robb law firm. The attorneys at Bender & Robb are your legal partners through the intricate process of estate planning, and we work hard to ensure that the right steps are taken to achieve your planning goals.

Estate Planning Practice Areas

Wills

A Last Will and Testament (commonly referred to as a "Will") is an essential document in estate planning. It is a critical vehicle for directing the disposition of your assets upon your passing. Your will is more than a legal document; it's where your instructions serve to guide your family and the legal system on your final wishes. The attorneys here at Bender & Robb will assist you in crafting this crucial part of your estate plan.
Here's why a will is not just a legal instrument but a testament to your wisdom and love:
Asset Allocation
A will empowers you to determine how your assets will be distributed, ensuring that your property, investments, and possessions pass on as you envision.
Family Unity
Through your will, you pass on more than assets; you gift family harmony. Clear directives minimize potential conflicts amongst your loved ones.
Guardianship for Minors
If you have minor children, a will is the avenue to nominate guardians who will provide love, care, and guidance in your absence.
Tax Efficiency
Skillful will drafting can help minimize tax burdens, allowing more of your legacy to reach your beneficiaries.
Peace of Mind
A will grants you a sense of peace, knowing that your affairs are meticulously organized, and your loved ones are protected.
At Bender & Robb, our dedicated estate planning attorneys are your guides on this journey. We don't merely craft legal documents; we facilitate the expression of your legacy. We consider it a privilege to help you secure your family's future and ensure that your values and aspirations continue to shine brightly in the lives of those you cherish. Contact us today to plan a future where your voice endures, your family is safeguarded, and your legacy is celebrated.

Trusts & Special Needs Planning

Trusts

Trusts are the guardians of your assets, and the attorneys at Bender & Robb are the architects of your legacy. Trust planning offers a structured means to preserve and allocate your wealth, while also minimizing tax burdens for you and your loved ones. Trusts enable you to specify how your assets are to be managed and distributed, granting you control over their destiny long after you’ve passed. The trusted attorneys at Bender & Robb will help you design a tailored trust that aligns with your financial goals and aspirations.

Special Needs Planning

For those with loved ones requiring special care and support, Special Needs Planning is an act of love and responsibility. It's a vehicle by which you provide for the unique needs of your family member, ensuring they have the resources and support necessary for a fulfilling life. Our compassionate Special Needs Planning attorneys understand the emotional and financial complexities involved and are dedicated to crafting a plan that ensures your loved one's well-being, while preserving their eligibility for government assistance.
Here's why Trusts and Special Needs Planning are pivotal in estate planning:
Asset Protection
Trusts safeguard your assets from various risks, ensuring they are efficiently managed and passed on to your chosen beneficiaries.
Tax Efficiency
Trusts can be used to minimize tax liabilities, preserving more of your legacy for your loved ones.
Enhanced Control
Trusts offer you a level of control over asset distribution, even after your passing, ensuring your intentions are followed diligently.
Support for Loved Ones
Special Needs Planning guarantees that family members with unique needs continue to receive care, financial support, and a fulfilling life without compromising their eligibility for government benefits.
Peace of Mind
Trusts and Special Needs Planning provide peace of mind, assuring that your financial affairs are in order, your loved ones are protected, and your legacy is preserved.
At Bender & Robb, our Trusts and Special Needs Planning attorneys are not just legal professionals; they are your partners in securing your family's future. We are passionate about creating personalized solutions that honor your values and protect your loved ones. Contact us today to design an estate plan to ensure your financial security, where your legacy is defined by the harmony and prosperity of those you cherish.

Durable Power of Attorneys

An essential part of any well-crafted estate plan is a Durable Power of Attorney. A Durable Power of Attorney allows your loved ones to act on your behalf in the event you are unable to do so. It allows your agent to make crucial financial decisions, handle investments, pay bills, and manage your affairs as you have directed, in order to guard your financial wellbeing during your incapacity.
Here's why a Durable Power of Attorney is a critical component of estate planning:
Financial Security
A Durable Power of Attorney ensures that your financial interests are managed according to your wishes, even in circumstances where you cannot act on your own behalf.
Decision Continuity
This legal instrument provides seamless continuity in financial decision-making, mitigating potential disruptions and ensuring that your affairs remain in order.
Avoiding Court Intervention
Without a Durable Power of Attorney, your loved ones may need to go to court to seek guardianship and/or authority over your affairs, which can be a costly and time-consuming process.
Peace of Mind
A Durable Power of Attorney provides peace of mind, knowing that your financial interests are safeguarded.
At Bender & Robb, our attorneys are committed to crafting a personalized solution that ensures your financial interests are managed according to your intentions, even in times of adversity. Contact us today to embark on a journey where your financial security is fortified.

Living Wills and Healthcare Directives

Living Wills and Healthcare Directives are your voice in moments when you may not be able to speak. They are not just legal documents; they are your advocates for quality of life. They provide clear guidance to your healthcare providers and loved ones about your medical treatment preferences, especially in situations where you cannot communicate your wishes. These essential documents provide guidance and peace of mind for you and your loved ones, under the most difficult situations.
Here's why Living Wills and Healthcare Directives are pivotal in estate planning:
Healthcare Choices
These documents allow you to specify the medical treatments you do or do not wish to receive, ensuring your values guide your healthcare decisions.
End-of-Life Decisions
Living Wills provide clarity on end-of-life care, alleviating the burden of decision-making from your loved ones during emotionally challenging times.
Consistency in Care
By expressing your preferences, you ensure that your medical care aligns with your values and beliefs.
Peace of Mind
Living Wills and Healthcare Directives offer peace of mind, knowing that your healthcare choices are clearly defined and respected, and that your dignity is preserved.
At Bender & Robb, our attorneys are your advocates for quality of life. We are committed to crafting personalized solutions that ensure your healthcare preferences are respected. Contact us today to craft a plan in which your healthcare choices are your own, your dignity is paramount, and your voice is heard even when you cannot speak.

Enhanced Life Estate Deeds (Lady Bird Deeds)

In more direct and less complicated estate plans, Enhanced Life Estate Deeds, otherwise known as "Lady Bird Deeds," can be key to a flexible and strategic approach to property transfer. They are a useful legal instrument whereby you retain control during your lifetime, and seamlessly transfer your property to your chosen beneficiaries only after you pass.
This instrument allows you to designate your property's beneficiaries while simultaneously maintaining the right to use, sell, or mortgage the property during your lifetime. Many families utilize Lady Bird Deeds to bypass probate proceedings and avoid increased taxes upon transfers.
Here's why Enhanced Life Estate Deeds are an essential component of estate planning:
Lifetime Control
One of the primary advantages is that you retain full control over your property during your lifetime. You can continue to use, sell, lease, or mortgage the property as needed, without seeking consent from your beneficiaries.
Avoiding Probate
Enhanced Life Estate Deeds allow your property to pass to your designated beneficiaries seamlessly and automatically upon your passing. This means that your property doesn't go through the probate process, which can be time-consuming and costly. It provides a direct transfer of the property to your chosen heirs without court involvement.
Privacy
These deeds often provide a level of privacy. They may not be recorded until your passing, so your property transfer remains confidential. Unlike traditional wills and probate, which are public records, this process is discreet.
Flexibility
Enhanced Life Estate Deeds offer flexibility in managing your property. You can change your beneficiaries, sell the property, or mortgage it, if needed. This flexibility allows you to adapt to changing circumstances.
Avoiding Court Involvement
Since these deeds facilitate a direct transfer to beneficiaries, they help you avoid court intervention and the associated costs and delays that come with probate.
Cost Savings
By avoiding probate, you can save on legal fees, court costs, and other expenses typically associated with the probate process. This can ultimately preserve more of your estate for your heirs.
Simplified Estate Planning
Enhanced Life Estate Deeds can simplify your estate planning. They offer a straightforward way to transfer real estate assets, which may be particularly advantageous if your primary asset is real property.
At Bender & Robb Law, our attorneys can assist you in creating a seamless property transition estate plan that aligns with your intentions. We are dedicated to crafting a personalized solution that ensures your property remains under your control during your lifetime, while also preserving your legacy. Contact us today to explore the benefits of this streamlined process.

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