Estate Planning
The Benefits of Comprehensive Estate Planning
With our estate planning services, you can:
- Avoid the time, expense, and complexity of probate. Planning now makes settling the estate quick, easy, and inexpensive to settle your estate – it is a gift to your Successors.
- Ensure your assets are distributed according to your wishes.
- In difficult times emotions go up and rationality goes down. Protect your family from unnecessary stress and uncertainty.
- Make informed decisions about your healthcare and financial future.
Bridgeport Law Group Will Create Your Personalized Estate Plan
Estate planning is more than creating documents—it’s about creating peace of mind. Whether you’re planning for the future or preparing for the unexpected, our firm offers a carefully designed package of services that, for most families, includes:
- Revocable Living Trust: Protect and manage your assets during your lifetime and beyond while avoiding probate.
- Pour-Over Will: Ensure any assets not placed in your trust are seamlessly transferred upon your passing.
- Power of Attorney: Authorize someone you trust to handle financial matters if you are unable to do so.
- Advance Directive for Healthcare: Communicate your medical care preferences and appoint a healthcare decision-maker.
- Disposition of Remains: Document your final wishes regarding burial, cremation, or other arrangements.
- Memorandum for Distribution: Specify how personal property should be distributed among your heirs.
- Assignment of Assets: Simplify transferring ownership of key business assets into your trust.
- Deed Recording: We will ensure that all your personal real property is legally transferred into your trust.
Advanced Estate Planning Tools
We offer additional guidance with advanced estate planning tools designed to address the needs of individuals with significant assets, blended families, a need for estate tax planning, or other unique legacy goals, including:
- Irrevocable Life Insurance Trusts (ILITs): Exclude life insurance proceeds from your taxable estate while ensuring they are used according to your wishes.
- Qualified Terminable Interest Property Trusts (QTIPs): Provide for a surviving spouse while maintaining control over the ultimate distribution of your assets.
- Grantor Retained Annuity Trusts (GRATs): Minimize estate taxes by transferring appreciating assets to beneficiaries at reduced tax costs.
- Charitable Remainder Trusts (CRTs): Support charitable causes while receiving income and tax benefits during your lifetime.
- Special Needs Trusts (SNTs): Protect and provide for loved ones with special needs without affecting their eligibility for government benefits.
- LLCs: Limit your personal liability. We can create multiple LLCs, transfer your real properties into them, and take care of the yearly requirements on your behalf.
The Bridgeport Law team made creating our family’s estate plan simple and stress-free. James explained everything clearly and tailored the documents to fit our unique needs. Getting this done felt like a gift to ourselves and our children. Highly recommend!
Why Choose Bridgeport Law Group?
Flat-Fee Transparency
Our basic estate planning Will and Trust packages are offered at a flat fee, providing comprehensive services with no surprises. Changes are free for the first year, and we’re always available to answer questions.
Tailored to You
Your plan will be personalized to meet your specific goals and family dynamics. From start to finish, we handle the details so you can focus on what matters most.
Experienced Guidance
As trusted legal professionals, we provide knowledgeable advice to protect your legacy. We will spend as much time with you as it takes to ensure your plan is perfect and that you understand everything.
Our Time
We dedicate time over multiple meetings to ensure you fully understand your plan. When needed, we are here to guide you, your Trustees, and your Beneficiaries, ensuring the estate is settled smoothly and confidently.
Take the first step toward securing peace of mind for yourself and your loved ones
Let us guide you through the estate planning process with care, expertise, and dedication.