Estate Planning

Plan for the Future with Confidence

At David Marshall Datz, we make estate planning personal. By getting to know you and your goals, we create customized plans—wills, trusts, powers of attorney, and healthcare directives—that protect your assets and honor your wishes.

Our experienced attorneys guide you every step of the way, crafting flexible plans that evolve with your life. We also work closely with your financial and legal advisors to ensure a seamless, comprehensive strategy.

Don’t leave your legacy to chance. Schedule a consultation today and gain peace of mind for the road ahead.

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How Can an Estate Planning Attorney Help Secure Your Legacy?

An estate planning attorney plays a crucial role in helping individuals and families protect their legacy. They assist in drafting legally sound documents that clearly outline how assets should be managed and distributed in the event of death or incapacitation. These essential documents typically include:

  • A will outlines how your assets should be distributed and who will be responsible for managing your estate after you pass away.

  • Trusts provide a way to manage and distribute assets while avoiding probate, ensuring privacy and efficiency in the distribution process.

  • These documents designate someone to make financial or medical decisions on your behalf if you become unable to do so.

  • Also known as living wills, these documents specify your preferences for medical treatment in case you are unable to communicate them yourself.

  • Ensuring that your assets designated to beneficiaries through accounts like life insurance policies, retirement plans, and bank accounts are up to date and align with your overall estate plan.

  • If you have minor children, a guardian designation outlines who will care for them in the event of your passing.

 FAQs

  • Creating a will or trust is an important step in making sure your wishes are carried out and your assets, including real estate, are protected. It can also help your loved ones avoid unnecessary complications down the road. An experienced estate planning attorney can help you explore the right options for your goals.

  • There’s no perfect time—but earlier is always better. Whether you’ve recently bought a home, started a family, or are simply planning for the future, it’s never too soon to start thinking about how your assets will be handled. A well-prepared plan gives you peace of mind as life evolves.

  • Real estate often plays a major role in estate planning. Whether it’s your primary residence or an investment property, how your real estate is titled and passed on can significantly impact your overall plan. An estate planning attorney can help you consider your options based on your property and long-term goals.

  • There are many personal and legal factors to consider when passing on real estate—from who should inherit it to how to minimize complications for your beneficiaries. Talking to a qualified attorney can help you create a plan that reflects your wishes and works for your family.