Pillar Oak Law specializes in creating comprehensive, personalized estate plans that protect your assets, ensure your wishes are carried out, and provide peace of mind for you and your family. We understand that every situation is unique, and we tailor our solutions to fit your personal goals and needs. Our estate planning services include:

Wills

A will is the cornerstone of any estate plan. We help you draft a will that outlines how your property and assets will be distributed after your passing. It’s an essential tool for ensuring your wishes are honored and that your loved ones are provided for.

Trusts

Trusts are powerful tools that allow you to manage your estate during your lifetime, implement tax mitigation strategies, and provide for loved ones after your death. We help you create the right trust to achieve your goals, such as avoiding probate, minimizing taxes, or protecting assets for beneficiaries.

Protecting Minor Children

If you have young children or dependents, it’s crucial to designate a guardian in your estate plan. We help you make this important decision to ensure that your loved ones are cared for in the way you envision. In addition, we provide practical advise and tools to make sure your kids are immediately cared for by loved ones if necessary.

Powers of Attorney

A power of attorney designates someone to make financial or legal decisions on your behalf in the event that you become incapacitated. We ensure that your power of attorney is in place and that it reflects your desires, ensuring your financial affairs are handled according to your wishes.

Healthcare Directives

Healthcare directives allow you to make decisions in advance about your healthcare in the event you become unable to communicate your wishes. We assist in creating living wills and appointing a healthcare proxy to ensure your healthcare preferences are honored.

Estate Tax Planning

Minimizing estate taxes is an essential aspect of planning for the future. We work with you to create strategies to reduce estate tax liabilities, ensuring that as much of your wealth as possible is passed on to your heirs.

Beneficiary Designations

In addition to creating formal estate documents, we ensure that your beneficiary designations for assets such as life insurance policies, retirement accounts, and bank accounts align with your overall estate plan. This ensures that your intentions are carried out in all aspects of your estate.