Estate Planning

Taylor & Lopez, PLLC will build you a solid and long-lasting estate plan to protect your assets and ensure that your specific wishes are honored.  Our attorneys will assist in completing a full estate review putting you and your loved ones in the best position in times of passing or incapacity.

Our services.

 

Wills

A properly executed will is the foundation of any estate plan. Through in-depth evaluation and a comprehensive understanding of your personal details, we will ensure that your end-of-life wishes are executed with clarity and ease for your loved ones.

 

Durable Power of Attorney

A durable power of attorney will allow you to rest assured that your financial and legal wishes will be carried out by a person whom you designate in the event you become incapacitated.

Trusts

A trust can bring certainty that the legacy you have built for your family is carried on with care to preserve benefits and help save with tax planning. Our office will work diligently to review your estate and its value to determine if a trust is a good fit and how to structure it in the most advantageous light.

 

Deeds & Property Transfers

Protect your real property by ensuring that it is passed on to your beneficiaries in the most advantageous way. Our team can assist with transferring deeds to trust, preparing Ladybird Deeds, deeds that transfer on death, and much more!

 

Medically-Related Documents

Complete your estate plan by ensuring that you have given medical power of attorney to a family member or close friend who will act consistently with your desires if you are incapacitated. Coupled with a universal HIPAA release and advanced directive, you can be sure that your full health history and wishes will be taken into consideration should someone be required to act on your behalf.