Barboursville Estate Planning Lawyer Protects Clients’ Intentions

Wills — In West Virginia, valid wills must be signed by two witnesses. My firm makes sure that all of the legal formalities are observed while developing a document that accurately reflects your circumstances and decisions. I’ll go over a wide range of potential concerns, such as contingencies in case one of your named heirs passes before you. Should you already have a will in place, it’s wise to review the document frequently to see if your intentions have changed. When revisions are warranted, I can draft a revision or codicil for you.

Trusts — Various estate planning needs can be addressed through a well-drafted trust. Some people use these instruments to fund a charitable cause, lower estate tax liability or direct how the funds they leave will be spent. A popular option is a revocable living trust that holds someone’s assets, but still allows them to use them at any time throughout their life. Then, upon the trust creator’s death, any remaining property in the trust is shifted to named beneficiaries without having to go through the probate process.

Guardianship instructions — If you have a minor child or are legally responsible for a disabled adult, leaving clear instructions about guardianship or conservatorship is an important responsibility. After reviewing what type of supervision is required, my firm offers compassionate counsel regarding who might be the best guardian. From there, I draft a clear document expressing your wishes and can also help set up mechanisms to support your child financially if he or she is orphaned.