Estate Planning

Regardless of your wealth,  you need a plan for what you will leave when you die, and how to manage your affairs if you become incapacitated.   You may have special concerns, like planning for a loved one with disabilities,  or providing for members of your blended family,  or contributing to charitable organizations.  When you are ready to create an estate plan, you need an experienced attorney to help you to create and implement the plan that is right for you.

At O'Byrne Law, LLC, we listen in order to understand your goals, we explain so you understand your options, and we deliver legal services in a client-focused way to carry out your plans for today, tomorrow and the future.

What Are The Basics?

Estate planning involves determining what assets you own, what you wish to leave to others at your death and how to do that most effectively. It also includes planning for those times when you are alive but may not be capable of making financial or medical decisions for yourself, or you simply wish to have the assistance of a trusted individual help you.

We help you determine what is best for you and your beneficiaries while considering:

  • Selection of fiduciaries
  • Asset protection for minors or individuals with disabilities, or loved ones who need help managing finances
  • Minimizing your probate estate
  • Ensuring your beneficiary designations are current and reflect your wishes
  • Tax implications

We will help you prepare the documents you need to accomplish your goals, which commonly include:

  • Last Will and Testament
  • Financial Powers of Attorney
  • Advance Medical Directive
  • Revocable Trust
  • Special Needs Trust
  • Beneficiary Designations

One thing we can all count on is change.   As you grow older, life circumstances change like your financial situation,  your relationships with people named to important roles,  your health and where you live.  The environment changes too, and new laws and taxes in particular, will impact your planning.  For your continued peace of mind, we do regular document reviews upon request and can let you know if changing circumstances call for an update, and why. For our attorneys, it’s not just about drafting documents. We enjoy building long-lasting relationships with our clients. As your life changes, your documents and planning may need to be adjusted accordingly. We are part of your team for the long run.

Talk With An Attorney From Our Firm

The most important step you can take in creating your estate plan is to just get started. Thinking about your death is difficult,  but regardless of the size of your estate, a thorough plan for your property and funeral arrangements is one of the best gifts you can give your loved ones.  Call O'Byrne Law at 410-891-6685 or fill out our online contact form to talk with an attorney and explore your options.  We offer a free 15-minute call to discuss your goals.