There are many reasons for having an estate plan of your own. If you do not have your own plan, the IRS and the state of New Mexico will create one for you. They, not you, will decide how your assets are distributed and your estate is administered. You, your heirs and your legacy may suffer some painful unintended consequences.
Our estate planning team has a level of experience and knowledge of the law which allows us to go well beyond the traditional approaches of an estate planning attorney. We can help you and your family avoid inter-family quarreling, take advantage of recent changes to the law to protect as many of your assets as possible; minimize taxes; preserve your wealth for your enjoyment today and that of your loved ones after you are gone; prepare in advance the health care requirements that come with growing older; and much more.
Our services include:
- Trusts, including Revocable Living Trusts, Special Needs Trusts, Irrevocable Trusts, Life Insurance Trusts, Retirement Trusts, Minors’ Trusts, Charitable Trusts, and more
- Gifting Programs
- Asset Protection
- Charitable Planning
- Powers of Attorney
- Health Care Directives
- HIPAA Authorizations
- Family Limited Partnerships
We will review your existing plan and, chances are, put our experience to work on your behalf to make it better.