Gordon & Ashworth, P.C. provides customized solutions to your estate planning needs.
Our work includes:
• Wills • Powers of attorney • Living wills with advance healthcare directives • Special needs trusts for disabled or elderly persons • Trusts for minors • Revocable living trusts • Irrevocable trusts (usually for tax planning purposes) • Disclaimer trusts • Life insurance trusts • Annuities • Charitable trusts • Qualified Terminal Interest Property Trusts • Grantor Retained Annuity Trusts • Medicaid planning • Executor representation • Beneficiary representation • Will contests • Advocacy for charities
Reasons to update your estate plan:
• Major tax changes that would indicate the need to change your will or trust • Marriage • Divorce • The birth of a child • The death of a loved one • Your children are no longer minors • Serious illness of a family member or yourself • A move to a different state • A substantial increase or decrease in your wealth • Purchase or sale of real estate • Mandatory distributions from IRA accounts • Purchase or sale of a family business • A desire to make arrangements to pass on a family business • A desire to make a large charitable gift • The death or incapacity of a previously chosen executor • Merger of a trust company previously listed as a trustee or executor • A major change in federal or state tax laws
