Creating your legacy can take a lifetime. Let our team of estate planning professionals help you protect it. Morefield Speicher Bachman is committed to helping you protect your legacy so it can last through your lifetime and be passed on to the next generation.
In addition to helping clients transfer single assets or entire businesses, we also set up estate planning devices that execute what you want today, tomorrow, and into the future.
As estate planning professionals at MSB, we provide our clients with mentoring and assistance in many areas, including:
Wills | Trusts |Business Succession | Powers of Attorney |
Healtcare Directives | Conservatorships
The process of creating an estate plan may seem overwhelming, but we will make it as easy and stress-free as possible for you. As your life unfolds and your lifestyle changes, we will proactively work with you to ensure you and your family have an estate plan that meets your unique needs today and in the future.
What Our Estate Planning Team Can Do For You
There are specific guidelines in state laws and regulations regarding the requirements for creating a will or trust, the treatment of certain assets once they become part of a trust estate or the estate of a deceased individual, and the conduct of nominees for health care directives and powers of attorney. With intimate knowledge of the laws and regulations, our estate planning team will be able to guide you through your estate planning process with insight that will set you, and your family, up for success.
We can work with you to organize both simple and complex family or financial situations. Our experience working with clients in a variety of different situations allows us to provide you with guidance and set you up for success with estate planning. To bridge the gap between your wishes, intentions, and expectations and the practical and legal results, we will work with you proactively to prepare the necessary legal documents.
The Information Our Team of Estate Planning Professionals Will Need from You
Creating a comprehensive estate plan requires an understanding of your current family and financial circumstances. Your estate planning lawyer will need access to the following areas:
- Information about the family, such as the spouse, children, and grandchildren
- Financial Information
- Retirement Savings Information
- Life Insurance Information
- Real Estate Information
- Personal Property Information
- Business Information
- Your Choices for Those Who Will Carry On Your Legacy
- Your Wishes for the Future of Your Legacy
Investing in an Estate Plan: What to Expect to Pay
As each estate planning client is unique, we believe that there is no one correct form of payment for all clients. We will discuss the specifics of your estate planning needs with you and determine a course of action that includes a discussion of your payment plan. Your investment may differ based on the complexity of your estate planning needs.
How Long Will it Take to Have My Estate Plan Finalized?
We work hard to prepare estate planning materials according to your expectations. Each estate planning endeavor has a different timeline. The timeline will be determined by several factors, including your own level of certainty throughout the drafting process. To gather all the information relevant to your estate, we may have to work with other professionals, such as accountants and insurance providers. A document may require several iterations before it says and does exactly what you intend.
During the initial consultation with our estate planning team, we will outline your expectations and work diligently to meet your needs. As we proceed through your estate planning process, we will continue to communicate and keep you informed.
Life Changes So Your Estate Plan Should Too
It doesn’t matter whether we designed your estate plan initially, or whether we are now reviewing it as you have moved on to another phase in your life, we will work with you to update your estate plan to meet your needs. It is our goal to ensure your estate plan complies with your intentions both now and in the future, within the legal framework that allows for this.
Our clients’ satisfaction is our top priority, and we will continue to work with you to meet your needs. If you or the circumstances require, we will review your estate plan regularly. We strive to ensure that your estate is aligned with your intentions.
Our goal at MSB is to ensure that your earnings and legacy are handled with the care they deserve. You can count on us to help you set up an estate plan that works for you. For a consultation with an estate planning lawyer, please contact our firm. We look forward to working with you.