Services

  

Planning for life's twists and turns is never easy.  However, proper estate planning can help preserve hard earned assets, minimize taxes and fees, efficiently transfer wealth, and save loved ones from future expenses and time consuming legal procedures.  


At Engel Law, we help you plan for what matters most.  We invest significant time to understand each of our client's long-term goals and values to create individualized plans.  Moreover, estate planning is a life long process.  Changes to family circumstances, laws, and wealth may affect an estate plan.  Thus, forming long-term relationships with clients is our priority.  We strive to be the consistent and trusted counsel at all stages of life.

Estate Planning

The estate and wealth planning services we offer include:

  • Wills
  • Revocable (living) trusts
  • Advanced health care directives
  • Powers of attorney for asset management
  • Planning for minor children
  • Planning for incapacity and/or disability
  • Irrevocable trusts
  • Planned gifting
  • Related tax planning including estate, gift, income, generation skip transfer, and property taxes

Estate Administration

We approach probate and estate administration with care and compassion.  The legal and administrative procedures should not overshadow the celebration of the life of a loved one.  As such, we strive to guide our clients in a cost efficient and timely manner.  


We represent administrators and executors in all aspects of probate and estate administration, including filing and preparing legal documents, advising as to administration duties, collecting and managing assets, dealing with creditors and debts, distributing assets, and closing the estate.  We also represent estate beneficiaries to protect their rights and interests in the estate. 

Guardianship

Probate guardianships are court proceedings to appoint someone other than the parent to care for and manage minors and/or their estate.  Guardianships may arise when parent(s) are not available due to death, illness/incapacity, incarceration, military obligations overseas, immigration issues, etc.  Whatever the circumstance may be, the well being of the child is paramount.